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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sigma Planning Corp's CGGR Position: Q1 2026 in Review

Sigma Planning Corp increased its Capital Group Growth ETF (CGGR) stake by 17% in Q1 2026, buying an estimated $999K and bringing the position to 158,333 shares worth $6.36M. The position accounts for 0.18% of the portfolio, ranked #112.

Sigma Planning Corp first reported a position in CGGR in Q4 2022 and has held it in 14 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Sigma Planning Corp held 158,333 shares of Capital Group Growth ETF worth $6.36M as of Q1 2026.
Sigma Planning Corp bought 23,137 Capital Group Growth ETF shares in Q1 2026, an estimated $999K.
Capital Group Growth ETF made up 0.18% of Sigma Planning Corp's portfolio in Q1 2026, its #112 holding.
Sigma Planning Corp first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 14 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.