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Optimus Capital Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Optimus Capital 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 		$658K Buy
13,938
+8,765
+169% +$396K 0.35% 26
2026
Q1 		$208K Hold
5,173
– – 0.12% 33
2025
Q4 		$230K Buy
+5,173
New +$228K 0.13% 29

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Optimus Capital Advisors's CGGR Position: Q2 2026 in Review

Optimus Capital Advisors increased its Capital Group Growth ETF (CGGR) stake by 169% in Q2 2026, buying an estimated $396K and bringing the position to 13,938 shares worth $658K. The position accounts for 0.35% of the portfolio, ranked #26.

Optimus Capital Advisors first reported a position in CGGR in Q4 2025 and has held it in 3 quarters since. 443 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Optimus Capital Advisors held 13,938 shares of Capital Group Growth ETF worth $658K as of Q2 2026.
  • Optimus Capital Advisors bought 8,765 Capital Group Growth ETF shares in Q2 2026, an estimated $396K.
  • Capital Group Growth ETF made up 0.35% of Optimus Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Optimus Capital Advisors first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 443 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Optimus Capital Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.