Hopwood Financial Services’s Capital Group Growth ETF CGGR Stock Holding History

Hopwood Financial 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	$4.52M	Buy	95,742 +2,439	+3%	+$110K	2.62%	11
2026 Q1	$3.75M	Sell	93,303 -29	-0%	-$1.25K	2.53%	11
2025 Q4	$4.15M	Buy	93,332 +2,952	+3%	+$130K	2.92%	9
2025 Q3	$3.97M	Sell	90,380 -158	-0.2%	-$6.67K	2.65%	9
2025 Q2	$3.68M	Buy	90,538 +11,821	+15%	+$431K	2.88%	9
2025 Q1	$2.7M	Buy	78,717 +4,389	+6%	+$164K	2.08%	11
2024 Q4	$2.76M	Buy	+74,328	New	+$2.73M	2.09%	11

Other funds holding CGGR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Hopwood Financial Services's CGGR Position: Q2 2026 in Review

Hopwood Financial Services increased its Capital Group Growth ETF (CGGR) stake by 2.6% in Q2 2026, buying an estimated $110K and bringing the position to 95,742 shares worth $4.52M. The position accounts for 2.62% of the portfolio, ranked #11.

Hopwood Financial Services first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 332 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Hopwood Financial Services held 95,742 shares of Capital Group Growth ETF worth $4.52M as of Q2 2026.
Hopwood Financial Services bought 2,439 Capital Group Growth ETF shares in Q2 2026, an estimated $110K.
Capital Group Growth ETF made up 2.62% of Hopwood Financial Services's portfolio in Q2 2026, its #11 holding.
Hopwood Financial Services first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
332 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.