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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
Q2 		$10.4M Buy
220,603
+33,711
+18% +$1.52M 0.13% 153
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Principal Securities's CGGR Position: Q2 2026 in Review

Principal Securities increased its Capital Group Growth ETF (CGGR) stake by 18% in Q2 2026, buying an estimated $1.52M and bringing the position to 220,603 shares worth $10.4M. The position accounts for 0.13% of the portfolio, ranked #153.

Principal Securities first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Principal Securities held 220,603 shares of Capital Group Growth ETF worth $10.4M as of Q2 2026.
  • Principal Securities bought 33,711 Capital Group Growth ETF shares in Q2 2026, an estimated $1.52M.
  • Capital Group Growth ETF made up 0.13% of Principal Securities's portfolio in Q2 2026, its #153 holding.
  • Principal Securities first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.