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

Avantax Advisory Services’s Portfolio CGGR Stock Details CGGR Fund Activity

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

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avantax Advisory Services's CGGR Position: Q2 2025 in Review

Avantax Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 38% in Q2 2025, buying an estimated $5.82M and bringing the position to 583,425 shares worth $23.7M. The position accounts for 0.13% of the portfolio, ranked #125.

Avantax Advisory Services first reported a position in CGGR in Q2 2022 and has held it in 13 quarters since. 492 funds tracked by Wall St. Rank hold CGGR as of Q2 2025.

Avantax Advisory Services held 583,425 shares of Capital Group Growth ETF worth $23.7M as of Q2 2025.
Avantax Advisory Services bought 159,622 Capital Group Growth ETF shares in Q2 2025, an estimated $5.82M.
Capital Group Growth ETF made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #125 holding.
Avantax Advisory Services first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 13 quarters since.
492 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.