Level Four Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Level Four 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
2025 Q3	–	Sell	-8,500	Closed	-$346K	–	807
2025 Q2	$346K	Buy	+8,500	New	+$310K	0.01%	624

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Level Four Advisory Services's CGGR Position: Q3 2025 in Review

Level Four Advisory Services sold out of Capital Group Growth ETF (CGGR) in Q3 2025, closing a stake of 8,500 shares — an estimated $346K sold.

Level Four Advisory Services first reported a position in CGGR in Q2 2025 and held it in 1 quarter. The position peaked at $346K in Q2 2025. 526 funds tracked by Wall St. Rank hold CGGR as of Q3 2025.

Level Four Advisory Services reported no remaining Capital Group Growth ETF position as of Q3 2025 after selling out during the quarter.
Level Four Advisory Services sold 8,500 Capital Group Growth ETF shares in Q3 2025, an estimated $346K.
Level Four Advisory Services first reported a position in Capital Group Growth ETF in Q2 2025 and held it in 1 quarter.
Level Four Advisory Services's Capital Group Growth ETF position peaked at $346K in Q2 2025.
526 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2025.

Based on Level Four Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.