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 Q3	$1.48M	Sell	31,281 -4,208	-12%	-$196K	0.04%	373
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

Dynamic Advisor Solutions's CGGR Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Growth ETF (CGGR) stake by 12% in Q3 2026, selling an estimated $196K and leaving 31,281 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #373.

Dynamic Advisor Solutions first reported a position in CGGR in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.6M in Q2 2025. 157 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Dynamic Advisor Solutions held 31,281 shares of Capital Group Growth ETF worth $1.48M as of Q3 2026.
Dynamic Advisor Solutions sold 4,208 Capital Group Growth ETF shares in Q3 2026, an estimated $196K.
Capital Group Growth ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #373 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Capital Group Growth ETF position peaked at $3.6M in Q2 2025.
157 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.