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Financial Life Planners’s Capital Group Growth ETF CGGR Stock Holding History

Financial Life Planners’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 		– Sell
-108
Closed -$4.34K – 349
2026
Q1 		$4.34K Buy
+108
New +$4.66K ﹤0.01% 273

Other funds holding CGGR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Financial Life Planners's CGGR Position: Q2 2026 in Review

Financial Life Planners sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 108 shares — an estimated $4.34K sold.

Financial Life Planners first reported a position in CGGR in Q1 2026 and held it in 1 quarter. The position peaked at $4.34K in Q1 2026. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Financial Life Planners reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 108 Capital Group Growth ETF shares in Q2 2026, an estimated $4.34K.
  • Financial Life Planners first reported a position in Capital Group Growth ETF in Q1 2026 and held it in 1 quarter.
  • Financial Life Planners's Capital Group Growth ETF position peaked at $4.34K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.