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Fiduciary Alliance’s Capital Group Growth ETF CGGR Stock Holding History

Fiduciary Alliance’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 		$1.76M Sell
37,379
-543
-1% -$24.5K 0.12% 189
2026
Q1 		$1.67M Sell
37,922
-613
-2% -$26.5K 0.1% 204
2025
Q4 		$1.71M Sell
38,535
-600
-2% -$26.5K 0.11% 175
2025
Q3 		$1.72M Sell
39,135
-297
-0.8% -$12.5K 0.12% 167
2025
Q2 		$1.6M Buy
+39,432
New +$1.44M 0.12% 167

Other funds holding CGGR

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Fiduciary Alliance's CGGR Position: Q2 2026 in Review

Fiduciary Alliance reduced its Capital Group Growth ETF (CGGR) stake by 1.4% in Q2 2026, selling an estimated $24.5K and leaving 37,379 shares worth $1.76M. The position accounts for 0.12% of the portfolio, ranked #189.

Fiduciary Alliance first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Fiduciary Alliance held 37,379 shares of Capital Group Growth ETF worth $1.76M as of Q2 2026.
  • Fiduciary Alliance sold 543 Capital Group Growth ETF shares in Q2 2026, an estimated $24.5K.
  • Capital Group Growth ETF made up 0.12% of Fiduciary Alliance's portfolio in Q2 2026, its #189 holding.
  • Fiduciary Alliance first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 156 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.