Investment Planning Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Investment Planning Advisors’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	$3.13M	Sell	66,409 -4,338	-6%	-$196K	0.73%	19
2026 Q1	$2.84M	Sell	70,747 -2,118	-3%	-$91.4K	0.78%	21
2025 Q4	$3.24M	Buy	72,865 +1,708	+2%	+$75.4K	0.94%	19
2025 Q3	$3.13M	Sell	71,157 -12,349	-15%	-$521K	0.98%	17
2025 Q2	$3.39M	Sell	83,506 -60,851	-42%	-$2.22M	1.2%	12
2025 Q1	$4.94M	Buy	+144,357	New	+$5.4M	2.01%	14

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 Planning Advisors's CGGR Position: Q2 2026 in Review

Investment Planning Advisors reduced its Capital Group Growth ETF (CGGR) stake by 6.1% in Q2 2026, selling an estimated $196K and leaving 66,409 shares worth $3.13M. The position accounts for 0.73% of the portfolio, ranked #19.

Investment Planning Advisors first reported a position in CGGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.94M in Q1 2025. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Investment Planning Advisors held 66,409 shares of Capital Group Growth ETF worth $3.13M as of Q2 2026.
Investment Planning Advisors sold 4,338 Capital Group Growth ETF shares in Q2 2026, an estimated $196K.
Capital Group Growth ETF made up 0.73% of Investment Planning Advisors's portfolio in Q2 2026, its #19 holding.
Investment Planning Advisors first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 6 quarters since.
Investment Planning Advisors's Capital Group Growth ETF position peaked at $4.94M in Q1 2025.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.