MCG
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McCollum Christoferson Group’s Capital Group Growth ETF CGGR Stock Holding History

McCollum Christoferson Group’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 		$13.2M Sell
295,409
-19,614
-6% -$887K 3.86% 7
2026
Q1 		$12M Buy
315,023
+142,960
+83% +$6.17M 3.61% 7
2025
Q4 		$7.65M Buy
172,063
+17,313
+11% +$764K 2.21% 18
2025
Q3 		$6.8M Buy
+154,750
New +$6.53M 1.95% 23

Other funds holding CGGR

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
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
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

McCollum Christoferson Group's CGGR Position: Q2 2026 in Review

McCollum Christoferson Group reduced its Capital Group Growth ETF (CGGR) stake by 6.2% in Q2 2026, selling an estimated $887K and leaving 295,409 shares worth $13.2M. The position accounts for 3.86% of the portfolio, ranked #7.

McCollum Christoferson Group first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • McCollum Christoferson Group held 295,409 shares of Capital Group Growth ETF worth $13.2M as of Q2 2026.
  • McCollum Christoferson Group sold 19,614 Capital Group Growth ETF shares in Q2 2026, an estimated $887K.
  • Capital Group Growth ETF made up 3.86% of McCollum Christoferson Group's portfolio in Q2 2026, its #7 holding.
  • McCollum Christoferson Group first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.