IFG Advisory’s Capital Group Growth ETF CGGR Stock Holding History

IFG 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	$7.24M	Buy	+153,394	New	+$6.93M	0.25%	99
2026 Q1	–	Sell	-132,543	Closed	-$5.89M	–	404
2025 Q4	$5.89M	Buy	132,543 +24,907	+23%	+$1.1M	0.26%	106
2025 Q3	$4.73M	Buy	107,636 +45,745	+74%	+$1.93M	0.21%	124
2025 Q2	$2.52M	Buy	61,891 +22,558	+57%	+$823K	0.13%	196
2025 Q1	$1.35M	Buy	39,333 +15,018	+62%	+$562K	0.07%	275
2024 Q4	$904K	Buy	24,315 +9,123	+60%	+$335K	0.05%	314
2024 Q3	$529K	Buy	+15,192	New	+$503K	0.03%	328

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

IFG Advisory's CGGR Position: Q2 2026 in Review

IFG Advisory opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 153,394 shares worth $7.24M. The stake represents 0.25% of the portfolio and ranks #99 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CGGR as recently as Q4 2025.

IFG Advisory first reported a position in CGGR in Q3 2024 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

IFG Advisory held 153,394 shares of Capital Group Growth ETF worth $7.24M as of Q2 2026.
Capital Group Growth ETF was a new IFG Advisory position in Q2 2026.
Capital Group Growth ETF made up 0.25% of IFG Advisory's portfolio in Q2 2026, its #99 holding.
IFG Advisory first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 7 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.