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Financial Advocates Investment Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$750K Sell
21,959
-21,512
-49% -$705K 0.42% 62
2025
Q2 		$1.39M Sell
43,471
-830
-2% -$24.5K 0.11% 177
2025
Q1 		$1.26M Buy
44,301
+2,136
+5% +$63.5K 0.09% 231
2024
Q4 		$1.23M Sell
42,165
-1,450
-3% -$43.5K 0.07% 254
2024
Q3 		$1.31M Buy
43,615
+467
+1% +$13.7K 0.07% 248
2024
Q2 		$1.27M Buy
43,148
+2,781
+7% +$80.4K 0.08% 237
2024
Q1 		$1.16M Sell
40,367
-5,623
-12% -$153K 0.07% 283
2023
Q4 		$1.18M Buy
45,990
+801
+2% +$19.2K 0.08% 253
2023
Q3 		$1.04M Buy
45,189
+8,416
+23% +$202K 0.07% 261
2023
Q2 		$893K Buy
36,773
+6,826
+23% +$161K 0.06% 288
2023
Q1 		$691K Buy
29,947
+4,963
+20% +$111K 0.05% 357
2022
Q4 		$525K Buy
24,984
+3,682
+17% +$75.2K 0.04% 440
2022
Q3 		$399K Buy
+21,302
New +$443K 0.03% 472

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's CGGO Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 49% in Q3 2025, selling an estimated $705K and leaving 21,959 shares worth $750K. The position accounts for 0.42% of the portfolio, ranked #62.

Financial Advocates Investment Management first reported a position in CGGO in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.39M in Q2 2025. 349 funds tracked by Wall St. Rank hold CGGO as of Q3 2025.

  • Financial Advocates Investment Management held 21,959 shares of Capital Group Global Growth Equity ETF worth $750K as of Q3 2025.
  • Financial Advocates Investment Management sold 21,512 Capital Group Global Growth Equity ETF shares in Q3 2025, an estimated $705K.
  • Capital Group Global Growth Equity ETF made up 0.42% of Financial Advocates Investment Management's portfolio in Q3 2025, its #62 holding.
  • Financial Advocates Investment Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 13 quarters since.
  • Financial Advocates Investment Management's Capital Group Global Growth Equity ETF position peaked at $1.39M in Q2 2025.
  • 349 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.