Diversify Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Diversify Advisory Services’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	$3.04M	Buy	+68,294	New	+$3.09M	0.05%	290
2026 Q1	–	Sell	-21,758	Closed	-$977K	–	315
2025 Q4	$977K	Buy	+21,758	New	+$961K	0.03%	408

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

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

Diversify Advisory Services opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 68,294 shares worth $3.04M. The stake represents 0.05% of the portfolio and ranks #290 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CGGR as recently as Q4 2025.

Diversify Advisory Services first reported a position in CGGR in Q4 2025 and has held it in 2 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Diversify Advisory Services held 68,294 shares of Capital Group Growth ETF worth $3.04M as of Q2 2026.
Capital Group Growth ETF was a new Diversify Advisory Services position in Q2 2026.
Capital Group Growth ETF made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #290 holding.
Diversify Advisory Services first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 2 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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