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Mayflower Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Mayflower Financial Advisors’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
2026
Q2 		$592K Hold
12,533
– – 0.05% 266
2026
Q1 		$504K Buy
12,533
+3,573
+40% +$154K 0.06% 260
2025
Q4 		$398K Hold
8,960
– – 0.05% 284
2025
Q3 		$394K Hold
8,960
– – 0.05% 289
2025
Q2 		$364K Buy
+8,960
New +$327K 0.05% 288

Other funds holding CGGR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Mayflower Financial Advisors's CGGR Position: Q2 2026 in Review

Mayflower Financial Advisors held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 12,533 shares worth $592K. The position accounts for 0.05% of the portfolio, ranked #266.

Mayflower Financial Advisors first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Mayflower Financial Advisors held 12,533 shares of Capital Group Growth ETF worth $592K as of Q2 2026.
  • Mayflower Financial Advisors left its Capital Group Growth ETF share count unchanged in Q2 2026.
  • Capital Group Growth ETF made up 0.05% of Mayflower Financial Advisors's portfolio in Q2 2026, its #266 holding.
  • Mayflower Financial Advisors first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 419 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.