HBW Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

HBW Advisory Services’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 Q1	$9.73M	Buy	242,036 +8,574	+4%	+$370K	1.03%	23
2025 Q4	$10.4M	Buy	233,462 +39,829	+21%	+$1.76M	1.13%	17
2025 Q3	$8.5M	Buy	193,633 +55,490	+40%	+$2.34M	0.96%	21
2025 Q2	$5.62M	Buy	138,143 +20,985	+18%	+$766K	0.69%	26
2025 Q1	$4.01M	Buy	117,158 +15,471	+15%	+$579K	0.57%	33
2024 Q4	$3.78M	Buy	101,687 +3,431	+3%	+$126K	0.39%	39
2024 Q3	$3.42M	Buy	98,256 +1,316	+1%	+$43.6K	0.5%	49
2024 Q2	$3.19M	Buy	96,940 +17,169	+22%	+$545K	0.53%	53
2024 Q1	$2.25M	Hold	79,771	–	–	0.42%	69
2023 Q4	$2.25M	Buy	79,771 +863	+1%	+$22.3K	0.42%	69
2023 Q3	$1.93M	Buy	78,908 +42,947	+119%	+$1.09M	0.4%	78
2023 Q2	$907K	Buy	+35,961	New	+$838K	0.2%	121

Other funds holding CGGR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return