Investment Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Investment Advisory Services’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	$2.99M	Buy	63,404 +8,111	+15%	+$367K	0.86%	32
2026 Q1	$2.22M	Buy	55,293 +2,266	+4%	+$97.8K	0.71%	38
2025 Q4	$2.36M	Buy	53,027 +2,117	+4%	+$93.5K	0.74%	35
2025 Q3	$2.24M	Buy	50,910 +2,325	+5%	+$98.2K	0.7%	36
2025 Q2	$1.97M	Buy	48,585 +7,201	+17%	+$263K	0.66%	39
2025 Q1	$1.42M	Buy	41,384 +4,275	+12%	+$160K	0.51%	45
2024 Q4	$1.38M	Buy	37,109 +5,056	+16%	+$186K	0.49%	47
2024 Q3	$1.12M	Buy	32,053 +4,831	+18%	+$160K	0.39%	52
2024 Q2	$895K	Buy	27,222 +4,049	+17%	+$128K	0.33%	56
2024 Q1	$741K	Buy	23,173 +2,260	+11%	+$68K	0.27%	66
2023 Q4	$590K	Buy	20,913 +12,297	+143%	+$318K	0.23%	71
2023 Q3	$211K	Buy	+8,616	New	+$219K	0.09%	102

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Investment Advisory Services's CGGR Position: Q2 2026 in Review

Investment Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 15% in Q2 2026, buying an estimated $367K and bringing the position to 63,404 shares worth $2.99M. The position accounts for 0.86% of the portfolio, ranked #32.

Investment Advisory Services first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Investment Advisory Services held 63,404 shares of Capital Group Growth ETF worth $2.99M as of Q2 2026.
Investment Advisory Services bought 8,111 Capital Group Growth ETF shares in Q2 2026, an estimated $367K.
Capital Group Growth ETF made up 0.86% of Investment Advisory Services's portfolio in Q2 2026, its #32 holding.
Investment Advisory Services first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.