LA
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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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
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. 320 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.
  • 320 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.