Principal Securities’s Capital Group Growth ETF CGGR Stock Holding History

Principal Securities’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 Q1	$7.51M	Buy	186,892 +10,366	+6%	+$448K	0.11%	171
2025 Q4	$7.85M	Buy	176,526 +7,058	+4%	+$312K	0.12%	162
2025 Q3	$7.44M	Sell	169,468 -7,208	-4%	-$304K	0.12%	156
2025 Q2	$7.18M	Buy	176,676 +36,317	+26%	+$1.33M	0.13%	147
2025 Q1	$5.22M	Hold	140,359	–	–	0.12%	170
2024 Q4	$5.22M	Buy	140,359 +19,681	+16%	+$723K	0.12%	168
2024 Q3	$4.2M	Buy	120,678 +12,543	+12%	+$416K	0.1%	192
2024 Q2	$3.56M	Buy	108,135 +26,377	+32%	+$837K	0.1%	194
2024 Q1	$2.62M	Buy	81,758 +50,053	+158%	+$1.51M	0.08%	233
2023 Q4	$895K	Buy	+31,705	New	+$820K	0.03%	443

Other funds holding CGGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGPCS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Principal Securities's CGGR Position: Q1 2026 in Review

Principal Securities increased its Capital Group Growth ETF (CGGR) stake by 5.9% in Q1 2026, buying an estimated $448K and bringing the position to 186,892 shares worth $7.51M. The position accounts for 0.11% of the portfolio, ranked #171.

Principal Securities first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.85M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Principal Securities held 186,892 shares of Capital Group Growth ETF worth $7.51M as of Q1 2026.
Principal Securities bought 10,366 Capital Group Growth ETF shares in Q1 2026, an estimated $448K.
Capital Group Growth ETF made up 0.11% of Principal Securities's portfolio in Q1 2026, its #171 holding.
Principal Securities first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Capital Group Growth ETF position peaked at $7.85M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.