Dynamic Advisor Solutions’s Capital Group Growth ETF CGGR Stock Holding History

Dynamic Advisor Solutions’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	$1.68M	Sell	35,489 -808	-2%	-$36.5K	0.05%	375
2026 Q1	$1.46M	Sell	36,297 -322	-0.9%	-$13.9K	0.05%	382
2025 Q4	$1.63M	Sell	36,619 -39,351	-52%	-$1.74M	0.05%	341
2025 Q3	$3.34M	Sell	75,970 -12,703	-14%	-$536K	0.1%	222
2025 Q2	$3.6M	Sell	88,673 -3,789	-4%	-$138K	0.11%	206
2025 Q1	$3.17M	Buy	92,462 +5,115	+6%	+$191K	0.1%	212
2024 Q4	$3.25M	Sell	87,347 -2,200	-2%	-$80.8K	0.14%	157
2024 Q3	$3.12M	Buy	89,547 +6,264	+8%	+$208K	0.09%	236
2024 Q2	$2.74M	Buy	+83,283	New	+$2.64M	0.09%	256

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

Dynamic Advisor Solutions's CGGR Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Growth ETF (CGGR) stake by 2.2% in Q2 2026, selling an estimated $36.5K and leaving 35,489 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #375.

Dynamic Advisor Solutions first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.6M in Q2 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Dynamic Advisor Solutions held 35,489 shares of Capital Group Growth ETF worth $1.68M as of Q2 2026.
Dynamic Advisor Solutions sold 808 Capital Group Growth ETF shares in Q2 2026, an estimated $36.5K.
Capital Group Growth ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #375 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's Capital Group Growth ETF position peaked at $3.6M in Q2 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.