IFP Advisors’s Capital Group Growth ETF CGGR Stock Holding History

IFP Advisors’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	$28.5M	Buy	604,049 +33,559	+6%	+$1.52M	0.51%	30
2026 Q1	$22.9M	Buy	570,490 +126,755	+29%	+$5.47M	0.48%	36
2025 Q4	$19.7M	Buy	443,735 +4,083	+0.9%	+$180K	0.44%	40
2025 Q3	$19.3M	Buy	439,652 +14,542	+3%	+$614K	0.5%	34
2025 Q2	$17.3M	Buy	425,110 +42,752	+11%	+$1.56M	0.49%	37
2025 Q1	$13.1M	Buy	382,358 +377,910	+8,496%	+$14.1M	0.4%	43
2024 Q4	$165K	Buy	4,448 +931	+26%	+$34.2K	0.01%	1224
2024 Q3	$122K	Buy	3,517 +182	+5%	+$6.03K	﹤0.01%	1317
2024 Q2	$110K	Buy	3,335 +1,181	+55%	+$37.5K	﹤0.01%	1326
2024 Q1	$68.9K	Sell	2,154 -2,438	-53%	-$73.3K	﹤0.01%	1459
2023 Q4	$130K	Sell	4,592 -2,854	-38%	-$73.8K	0.01%	1145
2023 Q3	$182K	Sell	7,446 -155	-2%	-$3.94K	0.01%	1008
2023 Q2	$192K	Buy	7,601 +2	+0%	+$47	0.01%	1041
2023 Q1	$187K	Sell	7,599 -1,982	-21%	-$43K	0.01%	972
2022 Q4	$239K	Buy	9,581 +6,677	+230%	+$136K	0.01%	1263
2022 Q3	$73K	Buy	2,904 +1,924	+196%	+$41.1K	﹤0.01%	2086
2022 Q2	$25K	Hold	980	–	–	﹤0.01%	2661
2022 Q1	$25K	Buy	+980	New	+$24.5K	﹤0.01%	2661

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

IFP Advisors's CGGR Position: Q2 2026 in Review

IFP Advisors increased its Capital Group Growth ETF (CGGR) stake by 5.9% in Q2 2026, buying an estimated $1.52M and bringing the position to 604,049 shares worth $28.5M. The position accounts for 0.51% of the portfolio, ranked #30.

IFP Advisors first reported a position in CGGR in Q1 2022 and has held it in 18 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

IFP Advisors held 604,049 shares of Capital Group Growth ETF worth $28.5M as of Q2 2026.
IFP Advisors bought 33,559 Capital Group Growth ETF shares in Q2 2026, an estimated $1.52M.
Capital Group Growth ETF made up 0.51% of IFP Advisors's portfolio in Q2 2026, its #30 holding.
IFP Advisors first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 18 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.