SPC
CGGO icon

Sigma Planning Corp’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Sigma Planning Corp’s Portfolio CGGO Stock Details CGGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.15M Buy
154,198
+137,929
+848% +$4.91M 0.14% 145
2025
Q4 		$572K Buy
16,269
+1,980
+14% +$68.4K 0.02% 744
2025
Q3 		$488K Buy
14,289
+2,948
+26% +$96.6K 0.01% 823
2025
Q2 		$363K Sell
11,341
-792
-7% -$23.4K 0.01% 922
2025
Q1 		$344K Buy
12,133
+4,113
+51% +$122K 0.01% 891
2024
Q4 		$234K Sell
8,020
-13,521
-63% -$405K 0.01% 1026
2024
Q3 		$649K Sell
21,541
-43,664
-67% -$1.28M 0.02% 645
2024
Q2 		$1.92M Sell
65,205
-8,048
-11% -$233K 0.06% 303
2024
Q1 		$2.11M Buy
73,253
+49,838
+213% +$1.36M 0.07% 300
2023
Q4 		$602K Buy
23,415
+7,193
+44% +$173K 0.05% 403
2023
Q3 		$372K Buy
+16,222
New +$389K 0.01% 838

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return