Cetera Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Cetera Advisors’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 Q1	$25.7M	Buy	803,664 +234,415	+41%	+$7.05M	0.2%	103
2023 Q4	$16.1M	Buy	569,249 +11,289	+2%	+$292K	0.22%	95
2023 Q3	$13.7M	Buy	557,960 +58,167	+12%	+$1.48M	0.21%	103
2023 Q2	$12.6M	Buy	499,793 +180,939	+57%	+$4.21M	0.2%	109
2023 Q1	$7.16M	Buy	318,854 +72,466	+29%	+$1.57M	0.12%	178
2022 Q4	$4.91M	Buy	+246,388	New	+$5.01M	0.09%	239

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Advisors's CGGR Position: Q1 2024 in Review

Cetera Advisors increased its Capital Group Growth ETF (CGGR) stake by 41% in Q1 2024, buying an estimated $7.05M and bringing the position to 803,664 shares worth $25.7M. The position accounts for 0.2% of the portfolio, ranked #103.

Cetera Advisors first reported a position in CGGR in Q4 2022 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold CGGR as of Q1 2024.

Cetera Advisors held 803,664 shares of Capital Group Growth ETF worth $25.7M as of Q1 2024.
Cetera Advisors bought 234,415 Capital Group Growth ETF shares in Q1 2024, an estimated $7.05M.
Capital Group Growth ETF made up 0.2% of Cetera Advisors's portfolio in Q1 2024, its #103 holding.
Cetera Advisors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.