Florida Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Florida Financial Advisors’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	$1.04M	Buy	22,080 +6,143	+39%	+$278K	0.18%	134
2026 Q1	$641K	Buy	15,937 +7,665	+93%	+$331K	0.15%	142
2025 Q4	$368K	Buy	8,272 +919	+12%	+$40.6K	0.1%	185
2025 Q3	$323K	Buy	+7,353	New	+$310K	0.1%	192
2025 Q2	–	Sell	-6,455	Closed	-$221K	–	262
2025 Q1	$221K	Buy	+6,455	New	+$242K	0.09%	227

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

Florida Financial Advisors's CGGR Position: Q2 2026 in Review

Florida Financial Advisors increased its Capital Group Growth ETF (CGGR) stake by 39% in Q2 2026, buying an estimated $278K and bringing the position to 22,080 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #134.

Florida Financial Advisors first reported a position in CGGR in Q1 2025 and has held it in 5 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Florida Financial Advisors held 22,080 shares of Capital Group Growth ETF worth $1.04M as of Q2 2026.
Florida Financial Advisors bought 6,143 Capital Group Growth ETF shares in Q2 2026, an estimated $278K.
Capital Group Growth ETF made up 0.18% of Florida Financial Advisors's portfolio in Q2 2026, its #134 holding.
Florida Financial Advisors first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 5 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.