Latitude Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Latitude 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	$4.12M	Buy	87,341 +10,273	+13%	+$464K	1.64%	8
2026 Q1	$3.1M	Buy	77,068 +9,677	+14%	+$418K	1.42%	10
2025 Q4	$3M	Buy	67,391 +4,133	+7%	+$182K	1.32%	13
2025 Q3	$2.78M	Buy	63,258 +8,772	+16%	+$370K	1.27%	14
2025 Q2	$2.21M	Buy	54,486 +1,823	+3%	+$66.5K	1.11%	17
2025 Q1	$1.8M	Buy	52,663 +10,804	+26%	+$404K	1.05%	19
2024 Q4	$1.56M	Buy	41,859 +1,714	+4%	+$63K	0.88%	23
2024 Q3	$1.4M	Buy	40,145 +1,634	+4%	+$54.2K	0.79%	28
2024 Q2	$1.27M	Buy	38,511 +7,750	+25%	+$246K	0.77%	26
2024 Q1	$984K	Buy	30,761 +18,164	+144%	+$546K	0.62%	32
2023 Q4	$356K	Buy	12,597 +3,225	+34%	+$83.4K	0.25%	108
2023 Q3	$230K	Buy	+9,372	New	+$238K	0.16%	138

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

Latitude Advisors's CGGR Position: Q2 2026 in Review

Latitude Advisors increased its Capital Group Growth ETF (CGGR) stake by 13% in Q2 2026, buying an estimated $464K and bringing the position to 87,341 shares worth $4.12M. The position accounts for 1.64% of the portfolio, ranked #8.

Latitude Advisors first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. 312 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Latitude Advisors held 87,341 shares of Capital Group Growth ETF worth $4.12M as of Q2 2026.
Latitude Advisors bought 10,273 Capital Group Growth ETF shares in Q2 2026, an estimated $464K.
Capital Group Growth ETF made up 1.64% of Latitude Advisors's portfolio in Q2 2026, its #8 holding.
Latitude Advisors first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
312 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.