MFG
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Merit Financial Group’s Capital Group Growth ETF CGGR Stock Holding History

Merit Financial 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 		$91.1M Buy
1,930,813
+20,242
+1% +$915K 0.56% 40
2026
Q1 		$76.8M Buy
1,910,571
+108,313
+6% +$4.68M 0.57% 40
2025
Q4 		$80.1M Buy
1,802,258
+292,158
+19% +$12.9M 0.64% 33
2025
Q3 		$66.3M Buy
1,510,100
+1,247,158
+474% +$52.7M 0.61% 36
2025
Q2 		$10.7M Buy
262,942
+108,976
+71% +$3.98M 0.12% 138
2025
Q1 		$5.27M Buy
153,966
+35,249
+30% +$1.32M 0.08% 211
2024
Q4 		$4.41M Buy
118,717
+11,920
+11% +$438K 0.08% 209
2024
Q3 		$3.72M Sell
106,797
-10,421
-9% -$345K 0.08% 193
2024
Q2 		$3.86M Sell
117,218
-6,930
-6% -$220K 0.09% 178
2024
Q1 		$3.84M Sell
124,148
-2,388
-2% -$71.8K 0.09% 166
2023
Q4 		$3.57M Buy
126,536
+6,315
+5% +$163K 0.11% 128
2023
Q3 		$2.95M Buy
120,221
+12,260
+11% +$311K 0.1% 164
2023
Q2 		$2.72M Buy
107,961
+1,441
+1% +$33.6K 0.09% 177
2023
Q1 		$2.39M Buy
106,520
+6,273
+6% +$136K 0.09% 181
2022
Q4 		$2M Buy
100,247
+56,872
+131% +$1.16M 0.07% 197
2022
Q3 		$846K Buy
+43,375
New +$927K 0.04% 278

Other funds holding CGGR

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Merit Financial Group's CGGR Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group Growth ETF (CGGR) stake by 1.1% in Q2 2026, buying an estimated $915K and bringing the position to 1,930,813 shares worth $91.1M. The position accounts for 0.56% of the portfolio, ranked #40.

Merit Financial Group first reported a position in CGGR in Q3 2022 and has held it in 16 quarters since. 123 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Merit Financial Group held 1,930,813 shares of Capital Group Growth ETF worth $91.1M as of Q2 2026.
  • Merit Financial Group bought 20,242 Capital Group Growth ETF shares in Q2 2026, an estimated $915K.
  • Capital Group Growth ETF made up 0.56% of Merit Financial Group's portfolio in Q2 2026, its #40 holding.
  • Merit Financial Group first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 123 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.