Brookwood Investment Group’s Capital Group Growth ETF CGGR Stock Holding History

Brookwood Investment Group’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	$484K	Sell	10,260 -988	-9%	-$44.7K	0.05%	306
2026 Q1	$452K	Sell	11,248 -1,637	-13%	-$70.7K	0.06%	302
2025 Q4	$573K	Buy	12,885 +75	+0.6%	+$3.31K	0.07%	260
2025 Q3	$563K	Buy	12,810 +2,846	+29%	+$120K	0.07%	242
2025 Q2	$405K	Buy	+9,964	New	+$364K	0.07%	278

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

Brookwood Investment Group's CGGR Position: Q2 2026 in Review

Brookwood Investment Group reduced its Capital Group Growth ETF (CGGR) stake by 8.8% in Q2 2026, selling an estimated $44.7K and leaving 10,260 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #306.

Brookwood Investment Group first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $573K in Q4 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Brookwood Investment Group held 10,260 shares of Capital Group Growth ETF worth $484K as of Q2 2026.
Brookwood Investment Group sold 988 Capital Group Growth ETF shares in Q2 2026, an estimated $44.7K.
Capital Group Growth ETF made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #306 holding.
Brookwood Investment Group first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
Brookwood Investment Group's Capital Group Growth ETF position peaked at $573K in Q4 2025.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.