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

Keating Financial 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	$365K	Buy	7,734 +445	+6%	+$20.1K	0.05%	243
2026 Q1	$293K	Buy	7,289 +2,837	+64%	+$122K	0.05%	269
2025 Q4	$198K	Buy	+4,452	New	+$197K	0.03%	367

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

Keating Financial Advisory Services's CGGR Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 6.1% in Q2 2026, buying an estimated $20.1K and bringing the position to 7,734 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #243.

Keating Financial Advisory Services first reported a position in CGGR in Q4 2025 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Keating Financial Advisory Services held 7,734 shares of Capital Group Growth ETF worth $365K as of Q2 2026.
Keating Financial Advisory Services bought 445 Capital Group Growth ETF shares in Q2 2026, an estimated $20.1K.
Capital Group Growth ETF made up 0.05% of Keating Financial Advisory Services's portfolio in Q2 2026, its #243 holding.
Keating Financial Advisory Services first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 3 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.