Benjamin F. Edwards & Company’s Capital Group Growth ETF CGGR Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$8.4M	Buy	255,304 +62,006	+32%	+$1.97M	0.15%	157
2024 Q1	$6.18M	Buy	193,298 +45,453	+31%	+$1.37M	0.11%	191
2023 Q4	$4.17M	Buy	147,845 +14,334	+11%	+$371K	0.08%	222
2023 Q3	$3.27M	Buy	133,511 +7,664	+6%	+$195K	0.13%	162
2023 Q2	$3.17M	Buy	125,847 +13,527	+12%	+$315K	0.12%	174
2023 Q1	$2.52M	Buy	112,320 +51,657	+85%	+$1.12M	0.11%	197
2022 Q4	$1.21M	Buy	60,663 +11,140	+22%	+$227K	0.05%	306
2022 Q3	$966K	Buy	49,523 +1,787	+4%	+$38.2K	0.05%	315
2022 Q2	$953K	Buy	47,736 +12,383	+35%	+$279K	0.05%	336
2022 Q1	$925K	Buy	+35,353	New	+$882K	0.04%	356

Other funds holding CGGR

CGPCS

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

RJA

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

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

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

Benjamin F. Edwards & Company increased its Capital Group Growth ETF (CGGR) stake by 32% in Q2 2024, buying an estimated $1.97M and bringing the position to 255,304 shares worth $8.4M. The position accounts for 0.15% of the portfolio, ranked #157.

Benjamin F. Edwards & Company first reported a position in CGGR in Q1 2022 and has held it in 10 quarters since. 330 funds tracked by Wall St. Rank hold CGGR as of Q2 2024.

Benjamin F. Edwards & Company held 255,304 shares of Capital Group Growth ETF worth $8.4M as of Q2 2024.
Benjamin F. Edwards & Company bought 62,006 Capital Group Growth ETF shares in Q2 2024, an estimated $1.97M.
Capital Group Growth ETF made up 0.15% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #157 holding.
Benjamin F. Edwards & Company first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 10 quarters since.
330 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2024.

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