RIA Advisory Group’s Capital Group Growth ETF CGGR Stock Holding History

RIA Advisory 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	$794K	Buy	16,825 +423	+3%	+$19.1K	0.17%	75
2026 Q1	$659K	Buy	16,402 +1,389	+9%	+$60K	0.16%	77
2025 Q4	$668K	Buy	15,013 +925	+7%	+$40.8K	0.16%	84
2025 Q3	$619K	Sell	14,088 -245	-2%	-$10.3K	0.16%	77
2025 Q2	$583K	Buy	14,333 +553	+4%	+$20.2K	0.17%	74
2025 Q1	$472K	Buy	13,780 +57	+0.4%	+$2.13K	0.15%	82
2024 Q4	$510K	Buy	+13,723	New	+$504K	0.17%	73

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

RIA Advisory Group's CGGR Position: Q2 2026 in Review

RIA Advisory Group increased its Capital Group Growth ETF (CGGR) stake by 2.6% in Q2 2026, buying an estimated $19.1K and bringing the position to 16,825 shares worth $794K. The position accounts for 0.17% of the portfolio, ranked #75.

RIA Advisory Group first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

RIA Advisory Group held 16,825 shares of Capital Group Growth ETF worth $794K as of Q2 2026.
RIA Advisory Group bought 423 Capital Group Growth ETF shares in Q2 2026, an estimated $19.1K.
Capital Group Growth ETF made up 0.17% of RIA Advisory Group's portfolio in Q2 2026, its #75 holding.
RIA Advisory Group first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.