Diversify Advisory Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Diversify Advisory Services’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$992K	Buy	+25,321	New	+$986K	0.02%	630
2026 Q1	–	Sell	-14,198	Closed	-$514K	–	314
2025 Q4	$514K	Buy	+14,198	New	+$490K	0.02%	598

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Diversify Advisory Services's CGGO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q2 2026: 25,321 shares worth $992K. The stake represents 0.02% of the portfolio and ranks #630 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CGGO as recently as Q4 2025.

Diversify Advisory Services first reported a position in CGGO in Q4 2025 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Diversify Advisory Services held 25,321 shares of Capital Group Global Growth Equity ETF worth $992K as of Q2 2026.
Capital Group Global Growth Equity ETF was a new Diversify Advisory Services position in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #630 holding.
Diversify Advisory Services first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and has held it in 2 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.