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

LVW 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 		$40.4M Sell
955,271
-88,946
-9% -$3.46M 3.49% 6
2026
Q1 		$34.8M Sell
1,044,217
-23,524
-2% -$837K 3.32% 9
2025
Q4 		$37M Buy
1,067,741
+39,276
+4% +$1.36M 3.75% 7
2025
Q3 		$35.1M Buy
1,028,465
+81,900
+9% +$2.68M 3.59% 6
2025
Q2 		$30.3M Buy
946,565
+177,841
+23% +$5.25M 3.3% 7
2025
Q1 		$21.8M Buy
768,724
+128,554
+20% +$3.82M 2.6% 9
2024
Q4 		$18.7M Buy
640,170
+98,847
+18% +$2.96M 2.25% 10
2024
Q3 		$16.3M Buy
541,323
+88,346
+20% +$2.59M 2.08% 10
2024
Q2 		$13.3M Buy
452,977
+65,556
+17% +$1.9M 1.95% 10
2024
Q1 		$11.2M Buy
387,421
+212,373
+121% +$5.78M 1.89% 10
2023
Q4 		$4.5M Buy
175,048
+103,100
+143% +$2.48M 0.84% 24
2023
Q3 		$1.65M Buy
71,948
+32,902
+84% +$789K 0.34% 63
2023
Q2 		$948K Buy
39,046
+1,220
+3% +$28.7K 0.18% 87
2023
Q1 		$872K Sell
37,826
-17,876
-32% -$399K 0.17% 91
2022
Q4 		$1.17M Buy
+55,702
New +$1.14M 0.24% 83

Other funds holding CGGO

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
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LVW Advisors's CGGO Position: Q2 2026 in Review

LVW Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 8.5% in Q2 2026, selling an estimated $3.46M and leaving 955,271 shares worth $40.4M. The position accounts for 3.49% of the portfolio, ranked #6.

LVW Advisors first reported a position in CGGO in Q4 2022 and has held it in 15 quarters since. 189 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • LVW Advisors held 955,271 shares of Capital Group Global Growth Equity ETF worth $40.4M as of Q2 2026.
  • LVW Advisors sold 88,946 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $3.46M.
  • Capital Group Global Growth Equity ETF made up 3.49% of LVW Advisors's portfolio in Q2 2026, its #6 holding.
  • LVW Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 189 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.