Principal Securities’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Principal Securities’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11M	Buy	328,693 +32,202	+11%	+$1.15M	0.16%	122
2025 Q4	$10.3M	Buy	296,491 +30,833	+12%	+$1.07M	0.16%	118
2025 Q3	$9.08M	Buy	265,658 +52,406	+25%	+$1.72M	0.15%	129
2025 Q2	$6.82M	Buy	213,252 +60,802	+40%	+$1.79M	0.13%	152
2025 Q1	$4.45M	Buy	152,450 +200	+0.1%	+$5.94K	0.1%	202
2024 Q4	$4.45M	Buy	152,250 +30,810	+25%	+$924K	0.1%	200
2024 Q3	$3.66M	Buy	121,440 +30,859	+34%	+$904K	0.09%	220
2024 Q2	$2.67M	Buy	90,581 +40,117	+79%	+$1.16M	0.07%	240
2024 Q1	$1.45M	Buy	50,464 +30,344	+151%	+$826K	0.05%	352
2023 Q4	$518K	Buy	+20,120	New	+$483K	0.02%	584

Other funds holding CGGO

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services

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