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

Independent Financial Group’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	$2.2M	Sell	51,860 -17,245	-25%	-$671K	0.04%	427
2026 Q1	$2.31M	Sell	69,105 -15,307	-18%	-$545K	0.05%	368
2025 Q4	$2.92M	Buy	84,412 +16,210	+24%	+$560K	0.07%	288
2025 Q3	$2.33M	Buy	68,202 +18,051	+36%	+$592K	0.06%	339
2025 Q2	$1.6M	Buy	50,151 +26,416	+111%	+$780K	0.04%	400
2025 Q1	$672K	Buy	23,735 +6,508	+38%	+$193K	0.02%	603
2024 Q4	$503K	Buy	17,227 +2,732	+19%	+$81.9K	0.02%	684
2024 Q3	$437K	Buy	14,495 +4,579	+46%	+$134K	0.02%	709
2024 Q2	$292K	Buy	9,916 +803	+9%	+$23.2K	0.01%	849
2024 Q1	$262K	Buy	+9,113	New	+$248K	0.01%	844

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 Financial Group's CGGO Position: Q2 2026 in Review

Independent Financial Group reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 25% in Q2 2026, selling an estimated $671K and leaving 51,860 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #427.

Independent Financial Group first reported a position in CGGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.92M in Q4 2025. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Independent Financial Group held 51,860 shares of Capital Group Global Growth Equity ETF worth $2.2M as of Q2 2026.
Independent Financial Group sold 17,245 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $671K.
Capital Group Global Growth Equity ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #427 holding.
Independent Financial Group first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and has held it in 10 quarters since.
Independent Financial Group's Capital Group Global Growth Equity ETF position peaked at $2.92M in Q4 2025.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.