Cooper Financial Group’s Capital Group Growth ETF CGGR Stock Holding History

Cooper Financial Group’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	$5.79M	Buy	122,704 +2,382	+2%	+$108K	0.48%	44
2026 Q1	$4.84M	Buy	120,322 +4,280	+4%	+$185K	0.49%	36
2025 Q4	$5.16M	Sell	116,042 -7,977	-6%	-$352K	0.55%	32
2025 Q3	$5.45M	Sell	124,019 -3,151	-2%	-$133K	0.6%	31
2025 Q2	$5.17M	Sell	127,170 -237	-0.2%	-$8.65K	0.61%	33
2025 Q1	$4.36M	Buy	127,407 +11,384	+10%	+$426K	0.57%	35
2024 Q4	$4.31M	Sell	116,023 -2,491	-2%	-$91.5K	0.52%	38
2024 Q3	$4.12M	Buy	118,514 +24,034	+25%	+$797K	0.54%	35
2024 Q2	$3.11M	Buy	94,480 +21,520	+29%	+$683K	0.46%	38
2024 Q1	$2.33M	Buy	+72,960	New	+$2.19M	0.38%	46

Other funds holding CGGR

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

Wealth Enhancement Advisory Services

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

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

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return