MPWM Advisory Solutions’s Capital Group Growth ETF CGGR Stock Holding History

MPWM Advisory Solutions’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 Q1	$362K	Sell	9,011 -65,180	-88%	-$2.81M	0.19%	74
2025 Q4	$3.3M	Buy	74,191 +65,795	+784%	+$2.9M	1.84%	14
2025 Q3	$369K	Buy	8,396 +490	+6%	+$20.7K	0.22%	65
2025 Q2	$321K	Buy	7,906 +6,309	+395%	+$230K	0.2%	64
2025 Q1	$54.7K	Buy	+1,597	New	+$59.8K	0.04%	142

Other funds holding CGGR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGPCS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MPWM Advisory Solutions's CGGR Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Capital Group Growth ETF (CGGR) stake by 88% in Q1 2026, selling an estimated $2.81M and leaving 9,011 shares worth $362K. The position accounts for 0.19% of the portfolio, ranked #74.

MPWM Advisory Solutions first reported a position in CGGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.3M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

MPWM Advisory Solutions held 9,011 shares of Capital Group Growth ETF worth $362K as of Q1 2026.
MPWM Advisory Solutions sold 65,180 Capital Group Growth ETF shares in Q1 2026, an estimated $2.81M.
Capital Group Growth ETF made up 0.19% of MPWM Advisory Solutions's portfolio in Q1 2026, its #74 holding.
MPWM Advisory Solutions first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 5 quarters since.
MPWM Advisory Solutions's Capital Group Growth ETF position peaked at $3.3M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.