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

Cypress Capital 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
2026 Q1	$7.6M	Buy	188,998 +9,142	+5%	+$395K	4.12%	7
2025 Q4	$8M	Buy	179,856 +18,160	+11%	+$802K	4.29%	6
2025 Q3	$7.1M	Buy	161,696 +13,845	+9%	+$585K	4.04%	7
2025 Q2	$6.01M	Buy	147,851 +24,487	+20%	+$894K	3.76%	9
2025 Q1	$4.23M	Buy	123,364 +24,660	+25%	+$923K	2.94%	12
2024 Q4	$3.67M	Buy	+98,704	New	+$3.63M	2.87%	12

Other funds holding CGGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cypress Capital Advisors's CGGR Position: Q1 2026 in Review

Cypress Capital Advisors increased its Capital Group Growth ETF (CGGR) stake by 5.1% in Q1 2026, buying an estimated $395K and bringing the position to 188,998 shares worth $7.6M. The position accounts for 4.12% of the portfolio, ranked #7.

Cypress Capital Advisors first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $8M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Cypress Capital Advisors held 188,998 shares of Capital Group Growth ETF worth $7.6M as of Q1 2026.
Cypress Capital Advisors bought 9,142 Capital Group Growth ETF shares in Q1 2026, an estimated $395K.
Capital Group Growth ETF made up 4.12% of Cypress Capital Advisors's portfolio in Q1 2026, its #7 holding.
Cypress Capital Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
Cypress Capital Advisors's Capital Group Growth ETF position peaked at $8M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.