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Independent Advisor Alliance’s Capital Group Growth ETF CGGR Stock Holding History

Independent Advisor Alliance’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
Q1 		$88.3M Buy
+2,196,342
New +$94.8M 0.95% 13
2025
Q1 		– Sell
-1,232,205
Closed -$45.8M – 885
2024
Q4 		$45.8M Buy
+1,232,205
New +$45.3M 0.61% 29

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Independent Advisor Alliance's CGGR Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Capital Group Growth ETF (CGGR) in Q1 2026: 2,196,342 shares worth $88.3M. The stake represents 0.95% of the portfolio and ranks #13 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in CGGR as recently as Q4 2024.

Independent Advisor Alliance first reported a position in CGGR in Q4 2024 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Independent Advisor Alliance held 2,196,342 shares of Capital Group Growth ETF worth $88.3M as of Q1 2026.
  • Capital Group Growth ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Capital Group Growth ETF made up 0.95% of Independent Advisor Alliance's portfolio in Q1 2026, its #13 holding.
  • Independent Advisor Alliance first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.