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

Optivise 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
2025
Q1 		– Sell
-29,202
Closed -$1.09M – 200
2024
Q4 		$1.09M Buy
+29,202
New +$1.07M 0.59% 46

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Commonwealth Equity Services
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Optivise Advisory Services's CGGR Position: Q1 2025 in Review

Optivise Advisory Services sold out of Capital Group Growth ETF (CGGR) in Q1 2025, closing a stake of 29,202 shares — an estimated $1.09M sold.

Optivise Advisory Services first reported a position in CGGR in Q4 2024 and held it in 1 quarter. The position peaked at $1.09M in Q4 2024. 451 funds tracked by Wall St. Rank hold CGGR as of Q1 2025.

  • Optivise Advisory Services reported no remaining Capital Group Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 29,202 Capital Group Growth ETF shares in Q1 2025, an estimated $1.09M.
  • Optivise Advisory Services first reported a position in Capital Group Growth ETF in Q4 2024 and held it in 1 quarter.
  • Optivise Advisory Services's Capital Group Growth ETF position peaked at $1.09M in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2025.

Based on Optivise Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.