Independent Financial Group’s Capital Group Growth ETF CGGR Stock Holding History

Independent Financial Group’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	$11.8M	Buy	251,018 +29,358	+13%	+$1.33M	0.22%	81
2026 Q1	$8.91M	Sell	221,660 -9,709	-4%	-$419K	0.2%	102
2025 Q4	$10.3M	Buy	231,369 +37,704	+19%	+$1.66M	0.23%	79
2025 Q3	$8.51M	Buy	193,665 +31,597	+19%	+$1.33M	0.2%	90
2025 Q2	$6.59M	Buy	162,068 +15,401	+11%	+$562K	0.18%	105
2025 Q1	$5.02M	Buy	146,667 +15,099	+11%	+$565K	0.17%	115
2024 Q4	$4.89M	Buy	131,568 +19,893	+18%	+$731K	0.16%	117
2024 Q3	$3.89M	Buy	111,675 +8,116	+8%	+$269K	0.14%	134
2024 Q2	$3.41M	Buy	103,559 +33,480	+48%	+$1.06M	0.14%	142
2024 Q1	$2.24M	Buy	70,079 +16,648	+31%	+$501K	0.1%	192
2023 Q4	$1.51M	Buy	53,431 +23,571	+79%	+$609K	0.08%	254
2023 Q3	$732K	Buy	29,860 +17,131	+135%	+$435K	0.05%	400
2023 Q2	$321K	Buy	+12,729	New	+$296K	0.02%	621

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

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

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

Independent Financial Group's CGGR Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group Growth ETF (CGGR) stake by 13% in Q2 2026, buying an estimated $1.33M and bringing the position to 251,018 shares worth $11.8M. The position accounts for 0.22% of the portfolio, ranked #81.

Independent Financial Group first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 626 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Independent Financial Group held 251,018 shares of Capital Group Growth ETF worth $11.8M as of Q2 2026.
Independent Financial Group bought 29,358 Capital Group Growth ETF shares in Q2 2026, an estimated $1.33M.
Capital Group Growth ETF made up 0.22% of Independent Financial Group's portfolio in Q2 2026, its #81 holding.
Independent Financial Group first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
626 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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