Benjamin F. Edwards & Company’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$10.9M	Buy	368,946 +11,771	+3%	+$340K	0.19%	139
2024 Q1	$10.3M	Buy	357,175 +4,747	+1%	+$129K	0.19%	139
2023 Q4	$9.07M	Buy	352,428 +29,960	+9%	+$719K	0.18%	144
2023 Q3	$7.39M	Buy	322,468 +22,467	+7%	+$539K	0.28%	84
2023 Q2	$7.29M	Buy	300,001 +41,762	+16%	+$984K	0.28%	79
2023 Q1	$5.96M	Buy	258,239 +129,298	+100%	+$2.89M	0.25%	90
2022 Q4	$2.71M	Buy	128,941 +31,728	+33%	+$648K	0.12%	171
2022 Q3	$1.82M	Buy	97,213 +5,730	+6%	+$119K	0.09%	216
2022 Q2	$1.84M	Buy	91,483 +31,607	+53%	+$684K	0.09%	226
2022 Q1	$1.45M	Buy	+59,876	New	+$1.43M	0.06%	285

Other funds holding CGGO

CGPCS

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

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

RJA

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

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

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

Benjamin F. Edwards & Company's CGGO Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Capital Group Global Growth Equity ETF (CGGO) stake by 3.3% in Q2 2024, buying an estimated $340K and bringing the position to 368,946 shares worth $10.9M. The position accounts for 0.19% of the portfolio, ranked #139.

Benjamin F. Edwards & Company first reported a position in CGGO in Q1 2022 and has held it in 10 quarters since. 237 funds tracked by Wall St. Rank hold CGGO as of Q2 2024.

Benjamin F. Edwards & Company held 368,946 shares of Capital Group Global Growth Equity ETF worth $10.9M as of Q2 2024.
Benjamin F. Edwards & Company bought 11,771 Capital Group Global Growth Equity ETF shares in Q2 2024, an estimated $340K.
Capital Group Global Growth Equity ETF made up 0.19% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #139 holding.
Benjamin F. Edwards & Company first reported a position in Capital Group Global Growth Equity ETF in Q1 2022 and has held it in 10 quarters since.
237 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.