Professional Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Professional Financial Advisors’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	$1.38M	Sell	29,190 -244	-0.8%	-$11K	0.24%	69
2026 Q1	$1.18M	Sell	29,434 -220	-0.7%	-$9.5K	0.24%	70
2025 Q4	$1.32M	Sell	29,654 -185	-0.6%	-$8.17K	0.27%	56
2025 Q3	$1.31M	Sell	29,839 -1,212	-4%	-$51.2K	0.28%	57
2025 Q2	$1.26M	Buy	31,051 +272	+0.9%	+$9.93K	0.29%	57
2025 Q1	$1.05M	Sell	30,779 -582	-2%	-$21.8K	0.27%	60
2024 Q4	$1.17M	Buy	31,361 +304	+1%	+$11.2K	0.3%	54
2024 Q3	$1.08M	Buy	31,057 +1,173	+4%	+$38.9K	0.28%	58
2024 Q2	$983K	Sell	29,884 -197	-0.7%	-$6.25K	0.27%	59
2024 Q1	$962K	Buy	30,081 +990	+3%	+$29.8K	0.28%	59
2023 Q4	$821K	Hold	29,091	–	–	0.27%	55
2023 Q3	$713K	Buy	29,091 +346	+1%	+$8.78K	0.32%	57
2023 Q2	$725K	Buy	+28,745	New	+$669K	0.37%	46

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Professional Financial Advisors's CGGR Position: Q2 2026 in Review

Professional Financial Advisors reduced its Capital Group Growth ETF (CGGR) stake by 0.83% in Q2 2026, selling an estimated $11K and leaving 29,190 shares worth $1.38M. The position accounts for 0.24% of the portfolio, ranked #69.

Professional Financial Advisors first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Professional Financial Advisors held 29,190 shares of Capital Group Growth ETF worth $1.38M as of Q2 2026.
Professional Financial Advisors sold 244 Capital Group Growth ETF shares in Q2 2026, an estimated $11K.
Capital Group Growth ETF made up 0.24% of Professional Financial Advisors's portfolio in Q2 2026, its #69 holding.
Professional Financial Advisors first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.