NWF Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

NWF Advisory Services’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	$6.22M	Buy	131,676 +22,739	+21%	+$1.03M	0.58%	41
2026 Q1	$4.38M	Sell	108,937 -2,775	-2%	-$120K	0.49%	46
2025 Q4	$4.97M	Buy	111,712 +24,051	+27%	+$1.06M	0.55%	46
2025 Q3	$3.85M	Sell	87,661 -32,274	-27%	-$1.36M	0.42%	56
2025 Q2	$4.88M	Buy	119,935 +23,346	+24%	+$852K	0.58%	41
2025 Q1	$3.31M	Buy	96,589 +3,717	+4%	+$139K	0.46%	50
2024 Q4	$3.45M	Buy	92,872 +51,549	+125%	+$1.89M	0.51%	44
2024 Q3	$1.44M	Buy	41,323 +19,707	+91%	+$653K	0.21%	88
2024 Q2	$711K	Buy	21,616 +14,269	+194%	+$453K	0.11%	127
2024 Q1	$235K	Buy	+7,347	New	+$221K	0.04%	258

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NWF Advisory Services's CGGR Position: Q2 2026 in Review

NWF Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 21% in Q2 2026, buying an estimated $1.03M and bringing the position to 131,676 shares worth $6.22M. The position accounts for 0.58% of the portfolio, ranked #41.

NWF Advisory Services first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

NWF Advisory Services held 131,676 shares of Capital Group Growth ETF worth $6.22M as of Q2 2026.
NWF Advisory Services bought 22,739 Capital Group Growth ETF shares in Q2 2026, an estimated $1.03M.
Capital Group Growth ETF made up 0.58% of NWF Advisory Services's portfolio in Q2 2026, its #41 holding.
NWF Advisory Services first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.