Mayflower Financial Advisors’s Capital Group Global Equity ETF CGGE Stock Holding History

Mayflower Financial Advisors’s Portfolio CGGE Stock Details CGGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Hold	7,567	–	–	0.02%	400
2026 Q1	$231K	Hold	7,567	–	–	0.03%	408
2025 Q4	$239K	Hold	7,567	–	–	0.03%	377
2025 Q3	$233K	Hold	7,567	–	–	0.03%	376
2025 Q2	$221K	Buy	+7,567	New	+$204K	0.03%	376

Other funds holding CGGE

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return