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

Security 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	$1.6M	Buy	33,795 +5,368	+19%	+$243K	0.22%	77
2026 Q1	$1.14M	Buy	28,427 +5,294	+23%	+$229K	0.18%	83
2025 Q4	$1.03M	Buy	23,133 +7,933	+52%	+$350K	0.16%	87
2025 Q3	$668K	Buy	15,200 +7,649	+101%	+$323K	0.11%	101
2025 Q2	$307K	Buy	+7,551	New	+$276K	0.05%	160

Other funds holding CGGR

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return