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CGGR icon

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

Intrua Financial’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 		$676K Buy
14,312
+4,753
+50% +$215K 0.06% 225
2026
Q1 		$384K Buy
9,559
+1,607
+20% +$69.4K 0.04% 318
2025
Q4 		$354K Buy
7,952
+1,342
+20% +$59.3K 0.04% 328
2025
Q3 		$290K Buy
6,610
+749
+13% +$31.6K 0.03% 364
2025
Q2 		$238K Buy
+5,861
New +$214K 0.03% 330

Other funds holding CGGR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Intrua Financial's CGGR Position: Q2 2026 in Review

Intrua Financial increased its Capital Group Growth ETF (CGGR) stake by 50% in Q2 2026, buying an estimated $215K and bringing the position to 14,312 shares worth $676K. The position accounts for 0.06% of the portfolio, ranked #225.

Intrua Financial first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Intrua Financial held 14,312 shares of Capital Group Growth ETF worth $676K as of Q2 2026.
  • Intrua Financial bought 4,753 Capital Group Growth ETF shares in Q2 2026, an estimated $215K.
  • Capital Group Growth ETF made up 0.06% of Intrua Financial's portfolio in Q2 2026, its #225 holding.
  • Intrua Financial first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.