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 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 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

Private Advisor Group's CGGR Position: Q1 2026 in Review

Private Advisor Group increased its Capital Group Growth ETF (CGGR) stake by 5.6% in Q1 2026, buying an estimated $4.8M and bringing the position to 2,093,186 shares worth $84.1M. The position accounts for 0.39% of the portfolio, ranked #40.

Private Advisor Group first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. The position peaked at $88.1M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Private Advisor Group held 2,093,186 shares of Capital Group Growth ETF worth $84.1M as of Q1 2026.
Private Advisor Group bought 111,185 Capital Group Growth ETF shares in Q1 2026, an estimated $4.8M.
Capital Group Growth ETF made up 0.39% of Private Advisor Group's portfolio in Q1 2026, its #40 holding.
Private Advisor Group first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
Private Advisor Group's Capital Group Growth ETF position peaked at $88.1M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.