Avantax Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$23.7M	Buy	583,425 +159,622	+38%	+$5.82M	0.13%	125
2025 Q1	$14.5M	Buy	423,803 +25,862	+6%	+$968K	0.09%	174
2024 Q4	$14.8M	Buy	397,941 +63,185	+19%	+$2.32M	0.09%	165
2024 Q3	$11.6M	Buy	334,756 +40,986	+14%	+$1.36M	0.08%	190
2024 Q2	$9.66M	Buy	293,770 +43,687	+17%	+$1.39M	0.07%	213
2024 Q1	$8M	Buy	250,083 +30,439	+14%	+$915K	0.07%	216
2023 Q4	$6.2M	Buy	219,644 +5,691	+3%	+$147K	0.06%	238
2023 Q3	$5.24M	Buy	213,953 +17,246	+9%	+$438K	0.06%	247
2023 Q2	$4.96M	Buy	196,707 +114,803	+140%	+$2.67M	0.06%	252
2023 Q1	$1.84M	Buy	81,904 +9,359	+13%	+$203K	0.02%	463
2022 Q4	$1.45M	Buy	72,545 +17,417	+32%	+$354K	0.02%	512
2022 Q3	$1.08M	Buy	55,128 +5,247	+11%	+$112K	0.02%	542
2022 Q2	$996K	Buy	+49,881	New	+$1.12M	0.02%	548