Cetera Investment Advisers
CGGR icon

Cetera Investment Advisers’s Capital Group Growth ETF CGGR Stock Holding History

Cetera Investment Advisers’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 		$500M Buy
10,594,267
+793,340
+8% +$35.9M 0.46% 36
2026
Q1 		$394M Buy
9,800,927
+1,593,112
+19% +$68.8M 0.42% 40
2025
Q4 		$365M Buy
8,207,815
+567,057
+7% +$25M 0.4% 39
2025
Q3 		$336M Buy
7,640,758
+1,443,952
+23% +$61M 0.39% 41
2025
Q2 		$252M Buy
6,196,806
+1,247,558
+25% +$45.5M 0.43% 37
2025
Q1 		$170M Buy
4,949,248
+674,951
+16% +$25.3M 0.33% 54
2024
Q4 		$159M Buy
4,274,297
+402,401
+10% +$14.8M 0.33% 57
2024
Q3 		$135M Buy
3,871,896
+718,074
+23% +$23.8M 0.29% 67
2024
Q2 		$104M Buy
3,153,822
+591,968
+23% +$18.8M 0.24% 84
2024
Q1 		$82M Buy
2,561,854
+2,072,971
+424% +$62.3M 0.19% 105
2023
Q4 		$13.8M Buy
488,883
+216,423
+79% +$5.6M 0.11% 175
2023
Q3 		$6.68M Sell
272,460
-2,075
-0.8% -$52.7K 0.06% 327
2023
Q2 		$6.93M Sell
274,535
-38,006
-12% -$885K 0.06% 307
2023
Q1 		$7.02M Buy
312,541
+14,186
+5% +$308K 0.06% 292
2022
Q4 		$5.95M Buy
298,355
+282,904
+1,831% +$5.76M 0.06% 332
2022
Q3 		$302K Buy
+15,451
New +$330K 0.01% 1263

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers's CGGR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Growth ETF (CGGR) stake by 8.1% in Q2 2026, buying an estimated $35.9M and bringing the position to 10,594,267 shares worth $500M. The position accounts for 0.46% of the portfolio, ranked #36.

Cetera Investment Advisers first reported a position in CGGR in Q3 2022 and has held it in 16 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Cetera Investment Advisers held 10,594,267 shares of Capital Group Growth ETF worth $500M as of Q2 2026.
  • Cetera Investment Advisers bought 793,340 Capital Group Growth ETF shares in Q2 2026, an estimated $35.9M.
  • Capital Group Growth ETF made up 0.46% of Cetera Investment Advisers's portfolio in Q2 2026, its #36 holding.
  • Cetera Investment Advisers first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.