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 Q2	$11.8M	Buy	249,288 +7,252	+3%	+$328K	1.06%	20
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 $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

HBW Advisory Services's CGGR Position: Q2 2026 in Review

HBW Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 3% in Q2 2026, buying an estimated $328K and bringing the position to 249,288 shares worth $11.8M. The position accounts for 1.06% of the portfolio, ranked #20.

HBW Advisory Services first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

HBW Advisory Services held 249,288 shares of Capital Group Growth ETF worth $11.8M as of Q2 2026.
HBW Advisory Services bought 7,252 Capital Group Growth ETF shares in Q2 2026, an estimated $328K.
Capital Group Growth ETF made up 1.06% of HBW Advisory Services's portfolio in Q2 2026, its #20 holding.
HBW Advisory Services first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.