Dana Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Dana Investment 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 Q2	$317K	Hold	6,721	–	–	0.01%	527
2026 Q1	$270K	Hold	6,721	–	–	0.01%	524
2025 Q4	$299K	Hold	6,721	–	–	0.01%	516
2025 Q3	$295K	Hold	6,721	–	–	0.01%	510
2025 Q2	$273K	Hold	6,721	–	–	0.01%	506
2025 Q1	$230K	Hold	6,721	–	–	0.01%	520
2024 Q4	$250K	Hold	6,721	–	–	0.01%	514
2024 Q3	$234K	Hold	6,721	–	–	0.01%	513
2024 Q2	$221K	Hold	6,721	–	–	0.01%	505
2024 Q1	$215K	Buy	+6,721	New	+$202K	0.01%	511

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Dana Investment Advisors's CGGR Position: Q2 2026 in Review

Dana Investment Advisors held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 6,721 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #527.

Dana Investment Advisors first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Dana Investment Advisors held 6,721 shares of Capital Group Growth ETF worth $317K as of Q2 2026.
Dana Investment Advisors left its Capital Group Growth ETF share count unchanged in Q2 2026.
Capital Group Growth ETF made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #527 holding.
Dana Investment Advisors first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.