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Prime Capital Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Prime Capital Investment 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 		$2.7M Sell
57,230
-10,320
-15% -$466K 0.03% 335
2026
Q1 		$2.71M Sell
67,550
-6,195
-8% -$267K 0.03% 312
2025
Q4 		$3.28M Buy
73,745
+17,467
+31% +$771K 0.04% 268
2025
Q3 		$2.47M Buy
56,278
+29,072
+107% +$1.23M 0.03% 309
2025
Q2 		$1.11M Sell
27,206
-16,946
-38% -$618K 0.01% 447
2025
Q1 		$1.51M Buy
44,152
+21,711
+97% +$812K 0.02% 423
2024
Q4 		$834K Buy
22,441
+3,408
+18% +$125K 0.01% 460
2024
Q3 		$662K Sell
19,033
-13,735
-42% -$455K 0.01% 521
2024
Q2 		$1.08M Buy
32,768
+360
+1% +$11.4K 0.02% 421
2024
Q1 		$1.04M Buy
32,408
+8,680
+37% +$261K 0.01% 462
2023
Q4 		$670K Buy
23,728
+2,180
+10% +$56.4K 0.01% 503
2023
Q3 		$528K Buy
21,548
+2,148
+11% +$54.5K 0.01% 461
2023
Q2 		$489K Buy
19,400
+1,000
+5% +$23.3K 0.01% 486
2023
Q1 		$413K Buy
+18,400
New +$400K 0.02% 371

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Prime Capital Investment Advisors's CGGR Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Capital Group Growth ETF (CGGR) stake by 15% in Q2 2026, selling an estimated $466K and leaving 57,230 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #335.

Prime Capital Investment Advisors first reported a position in CGGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.28M in Q4 2025. 529 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Prime Capital Investment Advisors held 57,230 shares of Capital Group Growth ETF worth $2.7M as of Q2 2026.
  • Prime Capital Investment Advisors sold 10,320 Capital Group Growth ETF shares in Q2 2026, an estimated $466K.
  • Capital Group Growth ETF made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #335 holding.
  • Prime Capital Investment Advisors first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Prime Capital Investment Advisors's Capital Group Growth ETF position peaked at $3.28M in Q4 2025.
  • 529 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.