Madison Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Madison Wealth Management’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
2023 Q3	$1.81M	Buy	73,729 +21,670	+42%	+$550K	0.38%	76
2023 Q2	$1.31M	Buy	52,059 +7,621	+17%	+$177K	0.27%	86
2023 Q1	$998K	Buy	44,438 +306	+0.7%	+$6.64K	0.22%	90
2022 Q4	$880K	Buy	44,132 +14,517	+49%	+$295K	0.2%	92
2022 Q3	$578K	Buy	29,615 +18,845	+175%	+$403K	0.14%	107
2022 Q2	$215K	Buy	+10,770	New	+$243K	0.05%	153

Other funds holding CGGR

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Madison Wealth Management's CGGR Position: Q3 2023 in Review

Madison Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 42% in Q3 2023, buying an estimated $550K and bringing the position to 73,729 shares worth $1.81M. The position accounts for 0.38% of the portfolio, ranked #76.

Madison Wealth Management first reported a position in CGGR in Q2 2022 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold CGGR as of Q3 2023.

Madison Wealth Management held 73,729 shares of Capital Group Growth ETF worth $1.81M as of Q3 2023.
Madison Wealth Management bought 21,670 Capital Group Growth ETF shares in Q3 2023, an estimated $550K.
Capital Group Growth ETF made up 0.38% of Madison Wealth Management's portfolio in Q3 2023, its #76 holding.
Madison Wealth Management first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 6 quarters since.
201 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.