Sigma Planning Corp
CGGR icon

Sigma Planning Corp’s Capital Group Growth ETF CGGR Stock Holding History

Sigma Planning Corp’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
Q3 		$8.69M Buy
184,844
+9,433
+5% +$439K 0.22% 76
2026
Q2 		$8.28M Buy
175,411
+17,078
+11% +$772K 0.21% 91
2026
Q1 		$6.36M Buy
158,333
+23,137
+17% +$999K 0.18% 112
2025
Q4 		$6.06M Buy
135,196
+9,314
+7% +$411K 0.17% 117
2025
Q3 		$5.53M Buy
125,882
+18,320
+17% +$774K 0.16% 128
2025
Q2 		$4.37M Buy
107,562
+47,323
+79% +$1.73M 0.13% 164
2025
Q1 		$2.06M Buy
60,239
+22,250
+59% +$833K 0.07% 273
2024
Q4 		$1.41M Sell
37,989
-16,325
-30% -$600K 0.04% 375
2024
Q3 		$1.89M Sell
54,314
-41,568
-43% -$1.38M 0.06% 302
2024
Q2 		$3.15M Sell
95,882
-46,306
-33% -$1.47M 0.1% 199
2024
Q1 		$4.55M Buy
142,188
+86,546
+156% +$2.6M 0.14% 143
2023
Q4 		$1.57M Sell
55,642
-24,290
-30% -$628K 0.12% 178
2023
Q3 		$1.96M Buy
79,932
+55,994
+234% +$1.42M 0.07% 279
2023
Q2 		$604K Buy
23,938
+1,673
+8% +$39K 0.02% 652
2023
Q1 		$500K Buy
22,265
+4,533
+26% +$98.4K 0.02% 794
2022
Q4 		$354K Buy
+17,732
New +$361K 0.01% 902

Other funds holding CGGR

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Sigma Planning Corp's CGGR Position: Q3 2026 in Review

Sigma Planning Corp increased its Capital Group Growth ETF (CGGR) stake by 5.4% in Q3 2026, buying an estimated $439K and bringing the position to 184,844 shares worth $8.69M. The position accounts for 0.22% of the portfolio, ranked #76.

Sigma Planning Corp first reported a position in CGGR in Q4 2022 and has held it in 16 quarters since. 223 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Sigma Planning Corp held 184,844 shares of Capital Group Growth ETF worth $8.69M as of Q3 2026.
  • Sigma Planning Corp bought 9,433 Capital Group Growth ETF shares in Q3 2026, an estimated $439K.
  • Capital Group Growth ETF made up 0.22% of Sigma Planning Corp's portfolio in Q3 2026, its #76 holding.
  • Sigma Planning Corp first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 223 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.