Independent Advisor Alliance’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Independent Advisor Alliance’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-391,114	Closed	-$13.1M	–	1123
2026 Q1	$13.1M	Buy	+391,114	New	+$13.9M	0.14%	133
2025 Q1	–	Sell	-461,159	Closed	-$13.5M	–	884
2024 Q4	$13.5M	Buy	+461,159	New	+$13.8M	0.18%	124

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Independent Advisor Alliance's CGGO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2026, closing a stake of 391,114 shares — an estimated $13.1M sold.

Independent Advisor Alliance first reported a position in CGGO in Q4 2024 and held it in 2 quarters. The position peaked at $13.5M in Q4 2024. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Independent Advisor Alliance reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 391,114 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $13.1M.
Independent Advisor Alliance first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Capital Group Global Growth Equity ETF position peaked at $13.5M in Q4 2024.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.