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Private Advisor Group’s Capital Group Growth ETF CGGR Stock Holding History

Private Advisor Group’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 		$97M Sell
2,055,511
-37,675
-2% -$1.7M 0.44% 35
2026
Q1 		$84.1M Buy
2,093,186
+111,185
+6% +$4.8M 0.39% 40
2025
Q4 		$88.1M Buy
1,982,001
+58,433
+3% +$2.58M 0.41% 38
2025
Q3 		$84.5M Buy
1,923,568
+134,551
+8% +$5.68M 0.42% 39
2025
Q2 		$72.7M Buy
1,789,017
+291,901
+19% +$10.7M 0.39% 45
2025
Q1 		$51.3M Buy
1,497,116
+416,899
+39% +$15.6M 0.31% 65
2024
Q4 		$40.2M Buy
1,080,217
+243,782
+29% +$8.96M 0.23% 97
2024
Q3 		$29.1M Buy
836,435
+104,995
+14% +$3.48M 0.18% 108
2024
Q2 		$24.1M Buy
731,440
+206,679
+39% +$6.56M 0.16% 118
2024
Q1 		$16.8M Buy
524,761
+105,967
+25% +$3.19M 0.12% 160
2023
Q4 		$11.8M Buy
418,794
+136,369
+48% +$3.53M 0.09% 205
2023
Q3 		$6.92M Buy
282,425
+86,743
+44% +$2.2M 0.06% 300
2023
Q2 		$4.96M Buy
195,682
+53,469
+38% +$1.25M 0.04% 404
2023
Q1 		$3.19M Buy
142,213
+37,133
+35% +$806K 0.03% 521
2022
Q4 		$297K Buy
105,080
+78,223
+291% +$1.59M 0.02% 752
2022
Q3 		$524K Sell
26,857
-1,507
-5% -$32.2K 0.01% 1207
2022
Q2 		$566K Buy
+28,364
New +$639K 0.01% 1343

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

Private Advisor Group's CGGR Position: Q2 2026 in Review

Private Advisor Group reduced its Capital Group Growth ETF (CGGR) stake by 1.8% in Q2 2026, selling an estimated $1.7M and leaving 2,055,511 shares worth $97M. The position accounts for 0.44% of the portfolio, ranked #35.

Private Advisor Group first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Private Advisor Group held 2,055,511 shares of Capital Group Growth ETF worth $97M as of Q2 2026.
  • Private Advisor Group sold 37,675 Capital Group Growth ETF shares in Q2 2026, an estimated $1.7M.
  • Capital Group Growth ETF made up 0.44% of Private Advisor Group's portfolio in Q2 2026, its #35 holding.
  • Private Advisor Group first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.