Atria Wealth Solutions’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Atria Wealth Solutions’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.22M	Sell	68,714 -98,064	-59%	-$2.89M	0.05%	391
2025 Q1	$4.72M	Buy	166,778 +21,089	+14%	+$627K	0.06%	350
2024 Q4	$4.26M	Buy	145,689 +35,301	+32%	+$1.06M	0.05%	400
2024 Q3	$3.33M	Buy	110,388 +59,662	+118%	+$1.75M	0.04%	462
2024 Q2	$1.5M	Buy	50,726 +33,126	+188%	+$958K	0.02%	733
2024 Q1	$507K	Sell	17,600 -2,997	-15%	-$81.6K	0.01%	1256
2023 Q4	$531K	Sell	20,597 -146,374	-88%	-$3.51M	0.01%	1177
2023 Q3	$3.83M	Sell	166,971 -27,121	-14%	-$650K	0.05%	357
2023 Q2	$4.72M	Buy	194,092 +158,330	+443%	+$3.73M	0.06%	301
2023 Q1	$825K	Buy	+35,762	New	+$799K	0.01%	877

Other funds holding CGGO

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return