KA
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Kovack Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Kovack 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 		$2.74M Buy
58,227
+2,633
+5% +$119K 0.13% 153
2026
Q1 		$2.26M Buy
55,594
+5,725
+11% +$247K 0.12% 164
2025
Q4 		$2.22M Buy
49,869
+9,992
+25% +$441K 0.1% 182
2025
Q3 		$1.75M Buy
39,877
+9,742
+32% +$411K 0.16% 118
2025
Q2 		$1.22M Buy
30,135
+3,734
+14% +$136K 0.12% 166
2025
Q1 		$904K Buy
26,401
+4,225
+19% +$158K 0.1% 192
2024
Q4 		$824K Buy
22,176
+8,036
+57% +$295K 0.08% 200
2024
Q3 		$492K Buy
14,140
+7,735
+121% +$256K 0.05% 307
2024
Q2 		$211K Sell
6,405
-399
-6% -$12.7K 0.02% 516
2024
Q1 		$218K Buy
+6,804
New +$205K 0.03% 424

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kovack Advisors's CGGR Position: Q2 2026 in Review

Kovack Advisors increased its Capital Group Growth ETF (CGGR) stake by 4.7% in Q2 2026, buying an estimated $119K and bringing the position to 58,227 shares worth $2.74M. The position accounts for 0.13% of the portfolio, ranked #153.

Kovack Advisors first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Kovack Advisors held 58,227 shares of Capital Group Growth ETF worth $2.74M as of Q2 2026.
  • Kovack Advisors bought 2,633 Capital Group Growth ETF shares in Q2 2026, an estimated $119K.
  • Capital Group Growth ETF made up 0.13% of Kovack Advisors's portfolio in Q2 2026, its #153 holding.
  • Kovack Advisors first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.