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Second Half Financial Partners’s Capital Group Growth ETF CGGR Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-11,697
Closed -$295K – 53
2023
Q2 		$295K Buy
+11,697
New +$272K 0.07% 125

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CGPCS
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Commonwealth Equity Services
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Second Half Financial Partners's CGGR Position: Q3 2023 in Review

Second Half Financial Partners sold out of Capital Group Growth ETF (CGGR) in Q3 2023, closing a stake of 11,697 shares — an estimated $295K sold.

Second Half Financial Partners first reported a position in CGGR in Q2 2023 and held it in 1 quarter. The position peaked at $295K in Q2 2023. 201 funds tracked by Wall St. Rank hold CGGR as of Q3 2023.

  • Second Half Financial Partners reported no remaining Capital Group Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 11,697 Capital Group Growth ETF shares in Q3 2023, an estimated $295K.
  • Second Half Financial Partners first reported a position in Capital Group Growth ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Capital Group Growth ETF position peaked at $295K in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.