LexAurum Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

LexAurum Advisors’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$368K	Sell	8,684 -52	-0.6%	-$2.02K	0.04%	310
2026 Q1	$292K	Buy	+8,736	New	+$311K	0.04%	327
2025 Q1	–	Sell	-7,855	Closed	-$230K	–	348
2024 Q4	$230K	Sell	7,855 -13,492	-63%	-$405K	0.05%	295
2024 Q3	$644K	Buy	21,347 +9,324	+78%	+$273K	0.14%	138
2024 Q2	$354K	Buy	12,023 +2,661	+28%	+$77K	0.09%	200
2024 Q1	$270K	Buy	9,362 +767	+9%	+$20.9K	0.07%	240
2023 Q4	$221K	Buy	+8,595	New	+$206K	0.06%	265

Other funds holding CGGO

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return