Gladstone Institutional Advisory’s Capital Group Growth ETF CGGR Stock Holding History

Gladstone Institutional Advisory’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	$2.08M	Sell	44,057 -6,731	-13%	-$304K	0.07%	285
2026 Q1	$2.04M	Buy	50,788 +12,277	+32%	+$530K	0.08%	261
2025 Q4	$1.71M	Buy	38,511 +16,064	+72%	+$709K	0.06%	271
2025 Q3	$986K	Buy	22,447 +6,250	+39%	+$264K	0.04%	368
2025 Q2	$658K	Buy	16,197 +4,956	+44%	+$181K	0.03%	429
2025 Q1	$385K	Buy	11,241 +3,786	+51%	+$142K	0.02%	534
2024 Q4	$277K	Sell	7,455 -214	-3%	-$7.86K	0.01%	612
2024 Q3	$267K	Buy	+7,669	New	+$254K	0.01%	593

Other funds holding CGGR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Gladstone Institutional Advisory's CGGR Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Capital Group Growth ETF (CGGR) stake by 13% in Q2 2026, selling an estimated $304K and leaving 44,057 shares worth $2.08M. The position accounts for 0.07% of the portfolio, ranked #285.

Gladstone Institutional Advisory first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Gladstone Institutional Advisory held 44,057 shares of Capital Group Growth ETF worth $2.08M as of Q2 2026.
Gladstone Institutional Advisory sold 6,731 Capital Group Growth ETF shares in Q2 2026, an estimated $304K.
Capital Group Growth ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #285 holding.
Gladstone Institutional Advisory first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.