Keystone Financial Services (Nebraska)’s Capital Group Growth ETF CGGR Stock Holding History

Keystone Financial Services (Nebraska)’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	$739K	Buy	15,649 +536	+4%	+$24.2K	0.44%	36
2026 Q1	$607K	Sell	15,113 -1,459	-9%	-$63K	0.41%	36
2025 Q4	$737K	Buy	16,572 +336	+2%	+$14.8K	0.5%	31
2025 Q3	$713K	Buy	16,236 +180	+1%	+$7.6K	0.5%	31
2025 Q2	$653K	Buy	16,056 +1,728	+12%	+$63.1K	0.5%	33
2025 Q1	$491K	Buy	14,328 +1,708	+14%	+$63.9K	0.42%	36
2024 Q4	$469K	Buy	+12,620	New	+$464K	0.43%	30

Other funds holding CGGR

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Keystone Financial Services (Nebraska)'s CGGR Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its Capital Group Growth ETF (CGGR) stake by 3.5% in Q2 2026, buying an estimated $24.2K and bringing the position to 15,649 shares worth $739K. The position accounts for 0.44% of the portfolio, ranked #36.

Keystone Financial Services (Nebraska) first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Keystone Financial Services (Nebraska) held 15,649 shares of Capital Group Growth ETF worth $739K as of Q2 2026.
Keystone Financial Services (Nebraska) bought 536 Capital Group Growth ETF shares in Q2 2026, an estimated $24.2K.
Capital Group Growth ETF made up 0.44% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #36 holding.
Keystone Financial Services (Nebraska) first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.