Avantax Planning Partners’s Capital Group Growth ETF CGGR Stock Holding History

Avantax Planning Partners’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
2026 Q2	$704K	Sell	14,917 -123	-0.8%	-$5.56K	0.02%	237
2026 Q1	$604K	Sell	15,040 -9	-0.1%	-$389	0.02%	252
2025 Q4	$669K	Buy	15,049 +7	+0%	+$309	0.02%	228
2025 Q3	$661K	Buy	15,042 +78	+0.5%	+$3.29K	0.02%	234
2025 Q2	$608K	Sell	14,964 -1,031	-6%	-$37.6K	0.02%	241
2025 Q1	$548K	Buy	15,995 +545	+4%	+$20.4K	0.02%	244
2024 Q4	$574K	Sell	15,450 -1,040	-6%	-$38.2K	0.02%	237
2024 Q3	$574K	Sell	16,490 -9,174	-36%	-$304K	0.02%	236
2024 Q2	$844K	Sell	25,664 -9,039	-26%	-$287K	0.03%	221
2024 Q1	$1.11M	Buy	+34,703	New	+$1.04M	0.04%	204

Other funds holding CGGR

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

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

CGPCS

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

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Avantax Planning Partners's CGGR Position: Q2 2026 in Review

Avantax Planning Partners reduced its Capital Group Growth ETF (CGGR) stake by 0.82% in Q2 2026, selling an estimated $5.56K and leaving 14,917 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #237.

Avantax Planning Partners first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2024. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Avantax Planning Partners held 14,917 shares of Capital Group Growth ETF worth $704K as of Q2 2026.
Avantax Planning Partners sold 123 Capital Group Growth ETF shares in Q2 2026, an estimated $5.56K.
Capital Group Growth ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #237 holding.
Avantax Planning Partners first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
Avantax Planning Partners's Capital Group Growth ETF position peaked at $1.11M in Q1 2024.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.