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Burford Brothers’s Capital Group Growth ETF CGGR Stock Holding History

Burford Brothers’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
Q1 		$8.26M Buy
205,582
+12,593
+7% +$544K 3.39% 6
2025
Q4 		$8.58M Buy
192,989
+7,286
+4% +$322K 3.54% 7
2025
Q3 		$8.16M Sell
185,703
-11,600
-6% -$490K 3.49% 7
2025
Q2 		$8.02M Buy
197,303
+12,348
+7% +$451K 3.68% 6
2025
Q1 		$6.33M Buy
184,955
+5,448
+3% +$204K 3.08% 6
2024
Q4 		$6.67M Buy
179,507
+10,535
+6% +$387K 3.28% 7
2024
Q3 		$5.88M Buy
168,972
+9,823
+6% +$326K 3.06% 7
2024
Q2 		$5.23M Buy
159,149
+16,337
+11% +$518K 3.04% 6
2024
Q1 		$4.57M Buy
142,812
+19,617
+16% +$590K 3% 5
2023
Q4 		$3.48M Buy
+123,195
New +$3.19M 2.46% 8

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Burford Brothers's CGGR Position: Q1 2026 in Review

Burford Brothers increased its Capital Group Growth ETF (CGGR) stake by 6.5% in Q1 2026, buying an estimated $544K and bringing the position to 205,582 shares worth $8.26M. The position accounts for 3.39% of the portfolio, ranked #6.

Burford Brothers first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.58M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Burford Brothers held 205,582 shares of Capital Group Growth ETF worth $8.26M as of Q1 2026.
  • Burford Brothers bought 12,593 Capital Group Growth ETF shares in Q1 2026, an estimated $544K.
  • Capital Group Growth ETF made up 3.39% of Burford Brothers's portfolio in Q1 2026, its #6 holding.
  • Burford Brothers first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Burford Brothers's Capital Group Growth ETF position peaked at $8.58M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.