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

Capital Investment 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	$3.14M	Buy	66,459 +15,894	+31%	+$718K	0.19%	122
2026 Q1	$2.03M	Buy	50,565 +11,995	+31%	+$518K	0.15%	151
2025 Q4	$1.72M	Buy	38,570 +14,081	+57%	+$622K	0.12%	174
2025 Q3	$1.08M	Buy	24,489 +8,243	+51%	+$348K	0.09%	234
2025 Q2	$660K	Buy	16,246 +6,274	+63%	+$229K	0.05%	293
2025 Q1	$342K	Buy	9,972 +3,263	+49%	+$122K	0.03%	404
2024 Q4	$249K	Buy	6,709 +883	+15%	+$32.4K	0.02%	445
2024 Q3	$203K	Buy	+5,826	New	+$193K	0.02%	499

Other funds holding CGGR

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

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

Capital Investment Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 31% in Q2 2026, buying an estimated $718K and bringing the position to 66,459 shares worth $3.14M. The position accounts for 0.19% of the portfolio, ranked #122.

Capital Investment Advisory Services first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. 229 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Capital Investment Advisory Services held 66,459 shares of Capital Group Growth ETF worth $3.14M as of Q2 2026.
Capital Investment Advisory Services bought 15,894 Capital Group Growth ETF shares in Q2 2026, an estimated $718K.
Capital Group Growth ETF made up 0.19% of Capital Investment Advisory Services's portfolio in Q2 2026, its #122 holding.
Capital Investment Advisory Services first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
229 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.