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Prospera Financial Services’s Capital Group Growth ETF CGGR Stock Holding History

Prospera Financial Services’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 		$66.3M Sell
1,405,335
-35,043
-2% -$1.58M 0.96% 13
2026
Q1 		$57.9M Buy
1,440,378
+132,895
+10% +$5.74M 0.93% 16
2025
Q4 		$58.2M Buy
1,307,483
+121,240
+10% +$5.35M 0.95% 14
2025
Q3 		$52.1M Buy
1,186,243
+111,926
+10% +$4.73M 0.89% 14
2025
Q2 		$43.7M Buy
1,074,317
+84,649
+9% +$3.09M 0.81% 17
2025
Q1 		$33.9M Buy
989,668
+207,175
+26% +$7.75M 0.78% 18
2024
Q4 		$29.1M Buy
782,493
+244,412
+45% +$8.98M 0.68% 23
2024
Q3 		$18.7M Buy
538,081
+139,705
+35% +$4.63M 0.48% 45
2024
Q2 		$13.1M Buy
398,376
+185,678
+87% +$5.89M 0.36% 58
2024
Q1 		$6.8M Buy
212,698
+33,239
+19% +$999K 0.2% 107
2023
Q4 		$5.07M Buy
179,459
+28,356
+19% +$733K 0.17% 139
2023
Q3 		$3.7M Buy
151,103
+131,544
+673% +$3.34M 0.14% 163
2023
Q2 		$493K Buy
19,559
+4,030
+26% +$93.9K 0.02% 619
2023
Q1 		$349K Hold
15,529
– – 0.01% 731
2022
Q4 		$310K Buy
+15,529
New +$316K 0.02% 687
2022
Q3 		– Sell
-567
Closed -$11K – 960
2022
Q2 		$11K Buy
+567
New +$12.8K ﹤0.01% 1320

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

Prospera Financial Services's CGGR Position: Q2 2026 in Review

Prospera Financial Services reduced its Capital Group Growth ETF (CGGR) stake by 2.4% in Q2 2026, selling an estimated $1.58M and leaving 1,405,335 shares worth $66.3M. The position accounts for 0.96% of the portfolio, ranked #13.

Prospera Financial Services first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Prospera Financial Services held 1,405,335 shares of Capital Group Growth ETF worth $66.3M as of Q2 2026.
  • Prospera Financial Services sold 35,043 Capital Group Growth ETF shares in Q2 2026, an estimated $1.58M.
  • Capital Group Growth ETF made up 0.96% of Prospera Financial Services's portfolio in Q2 2026, its #13 holding.
  • Prospera Financial Services first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.