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

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

Security Financial Services's CGGR Position: Q2 2026 in Review

Security Financial Services increased its Capital Group Growth ETF (CGGR) stake by 19% in Q2 2026, buying an estimated $243K and bringing the position to 33,795 shares worth $1.6M. The position accounts for 0.22% of the portfolio, ranked #77.

Security Financial Services first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Security Financial Services held 33,795 shares of Capital Group Growth ETF worth $1.6M as of Q2 2026.
Security Financial Services bought 5,368 Capital Group Growth ETF shares in Q2 2026, an estimated $243K.
Capital Group Growth ETF made up 0.22% of Security Financial Services's portfolio in Q2 2026, its #77 holding.
Security Financial Services first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.