Rothschild Investment LLC’s Capital Group Growth ETF CGGR Stock Holding History

Rothschild Investment LLC’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	$2.71M	Buy	57,364 +875	+2%	+$39.6K	0.1%	192
2026 Q1	$2.27M	Buy	56,489 +18,812	+50%	+$812K	0.12%	152
2025 Q4	$1.68M	Buy	37,677 +3,667	+11%	+$162K	0.09%	174
2025 Q3	$1.49M	Buy	34,010 +3,687	+12%	+$156K	0.08%	185
2025 Q2	$1.23M	Buy	30,323 +1,350	+5%	+$49.3K	0.08%	203
2025 Q1	$992K	Buy	28,973 +3,882	+15%	+$145K	0.07%	226
2024 Q4	$933K	Buy	25,091 +8,862	+55%	+$326K	0.06%	245
2024 Q3	$565K	Buy	16,229 +7,325	+82%	+$243K	0.04%	324
2024 Q2	$293K	Buy	8,904 +3,279	+58%	+$104K	0.02%	427
2024 Q1	$180K	Buy	5,625 +5,200	+1,224%	+$156K	0.01%	483
2023 Q4	$12K	Buy	+425	New	+$11K	﹤0.01%	963

Other funds holding CGGR

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Rothschild Investment LLC's CGGR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Capital Group Growth ETF (CGGR) stake by 1.5% in Q2 2026, buying an estimated $39.6K and bringing the position to 57,364 shares worth $2.71M. The position accounts for 0.1% of the portfolio, ranked #192.

Rothschild Investment LLC first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 417 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Rothschild Investment LLC held 57,364 shares of Capital Group Growth ETF worth $2.71M as of Q2 2026.
Rothschild Investment LLC bought 875 Capital Group Growth ETF shares in Q2 2026, an estimated $39.6K.
Capital Group Growth ETF made up 0.1% of Rothschild Investment LLC's portfolio in Q2 2026, its #192 holding.
Rothschild Investment LLC first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
417 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.