J.W. Cole Advisors’s Capital Group Growth ETF CGGR Stock Holding History

J.W. Cole 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	$6.88M	Buy	145,831 +1,631	+1%	+$73.7K	0.12%	180
2026 Q1	$5.8M	Buy	144,200 +7,170	+5%	+$310K	0.2%	99
2025 Q4	$5.76M	Buy	137,030 +13,715	+11%	+$606K	0.14%	148
2025 Q3	$5.42M	Buy	123,315 +17,770	+17%	+$750K	0.1%	196
2025 Q2	$4.29M	Buy	105,545 +12,097	+13%	+$441K	0.09%	214
2025 Q1	$3.2M	Buy	93,448 +78,446	+523%	+$2.94M	0.1%	210
2024 Q4	$558K	Buy	15,002 +1,311	+10%	+$48.2K	0.02%	575
2024 Q3	$476K	Buy	13,691 +2,328	+20%	+$77.2K	0.02%	613
2024 Q2	$374K	Buy	11,363 +961	+9%	+$30.5K	0.02%	622
2024 Q1	$333K	Buy	10,402 +2,381	+30%	+$71.6K	0.02%	657
2023 Q4	$226K	Buy	+8,021	New	+$207K	0.01%	721

Other funds holding CGGR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

J.W. Cole Advisors's CGGR Position: Q2 2026 in Review

J.W. Cole Advisors increased its Capital Group Growth ETF (CGGR) stake by 1.1% in Q2 2026, buying an estimated $73.7K and bringing the position to 145,831 shares worth $6.88M. The position accounts for 0.12% of the portfolio, ranked #180.

J.W. Cole Advisors first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

J.W. Cole Advisors held 145,831 shares of Capital Group Growth ETF worth $6.88M as of Q2 2026.
J.W. Cole Advisors bought 1,631 Capital Group Growth ETF shares in Q2 2026, an estimated $73.7K.
Capital Group Growth ETF made up 0.12% of J.W. Cole Advisors's portfolio in Q2 2026, its #180 holding.
J.W. Cole Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
300 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.