Bard Financial Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Bard Financial Services’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
2023 Q3	–	Sell	-105,200	Closed	-$2.56M	–	234
2023 Q2	$2.56M	Buy	105,200 +6,750	+7%	+$159K	0.19%	106
2023 Q1	$2.27M	Buy	98,450 +51,350	+109%	+$1.15M	0.18%	109
2022 Q4	$990K	Buy	47,100 +25,650	+120%	+$524K	0.08%	163
2022 Q3	$401K	Buy	21,450 +4,200	+24%	+$87.3K	0.04%	210
2022 Q2	$346K	Buy	+17,250	New	+$373K	0.03%	224

Other funds holding CGGO

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

Northwestern Mutual Wealth Management

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return