CFD
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Creative Financial Designs’s Capital Group Growth ETF CGGR Stock Holding History

Creative Financial Designs’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
Q1 		$497K Buy
12,378
+3,417
+38% +$148K 0.03% 337
2025
Q4 		$398K Sell
8,961
-1,174
-12% -$51.8K 0.03% 357
2025
Q3 		$445K Sell
10,135
-1,588
-14% -$67K 0.03% 345
2025
Q2 		$477K Sell
11,723
-1,025
-8% -$37.4K 0.03% 327
2025
Q1 		$437K Sell
12,748
-196
-2% -$7.33K 0.03% 304
2024
Q4 		$481K Buy
12,944
+723
+6% +$26.6K 0.04% 288
2024
Q3 		$425K Buy
12,221
+1,999
+20% +$66.2K 0.04% 314
2024
Q2 		$336K Buy
10,222
+3,930
+62% +$125K 0.03% 330
2024
Q1 		$201K Buy
6,292
+2,222
+55% +$66.8K 0.02% 414
2023
Q4 		$115K Buy
4,070
+102
+3% +$2.64K 0.01% 514
2023
Q3 		$97.2K Buy
3,968
+742
+23% +$18.8K 0.01% 496
2023
Q2 		$81.4K Buy
3,226
+878
+37% +$20.4K 0.01% 530
2023
Q1 		$52.7K Hold
2,348
– – 0.01% 586
2022
Q4 		$46.8K Buy
2,348
+347
+17% +$7.06K 0.01% 584
2022
Q3 		$39K Buy
2,001
+1,001
+100% +$21.4K 0.01% 600
2022
Q2 		$20K Buy
+1,000
New +$22.5K ﹤0.01% 733

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Financial Designs's CGGR Position: Q1 2026 in Review

Creative Financial Designs increased its Capital Group Growth ETF (CGGR) stake by 38% in Q1 2026, buying an estimated $148K and bringing the position to 12,378 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #337.

Creative Financial Designs first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Creative Financial Designs held 12,378 shares of Capital Group Growth ETF worth $497K as of Q1 2026.
  • Creative Financial Designs bought 3,417 Capital Group Growth ETF shares in Q1 2026, an estimated $148K.
  • Capital Group Growth ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #337 holding.
  • Creative Financial Designs first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.