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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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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. 112 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.
  • 112 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.