Capital Asset Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Capital Asset Advisory Services’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	$266K	Buy	5,640 +100	+2%	+$4.52K	0.01%	299
2026 Q1	$247K	Buy	+5,540	New	+$239K	0.01%	262

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

Capital Asset Advisory Services's CGGR Position: Q2 2026 in Review

Capital Asset Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 1.8% in Q2 2026, buying an estimated $4.52K and bringing the position to 5,640 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #299.

Capital Asset Advisory Services first reported a position in CGGR in Q1 2026 and has held it in 2 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Capital Asset Advisory Services held 5,640 shares of Capital Group Growth ETF worth $266K as of Q2 2026.
Capital Asset Advisory Services bought 100 Capital Group Growth ETF shares in Q2 2026, an estimated $4.52K.
Capital Group Growth ETF made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #299 holding.
Capital Asset Advisory Services first reported a position in Capital Group Growth ETF in Q1 2026 and has held it in 2 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.