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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sigma Planning Corp's CGGR Position: Q2 2026 in Review

Sigma Planning Corp increased its Capital Group Growth ETF (CGGR) stake by 11% in Q2 2026, buying an estimated $772K and bringing the position to 175,411 shares worth $8.28M. The position accounts for 0.21% of the portfolio, ranked #91.

Sigma Planning Corp first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Sigma Planning Corp held 175,411 shares of Capital Group Growth ETF worth $8.28M as of Q2 2026.
  • Sigma Planning Corp bought 17,078 Capital Group Growth ETF shares in Q2 2026, an estimated $772K.
  • Capital Group Growth ETF made up 0.21% of Sigma Planning Corp's portfolio in Q2 2026, its #91 holding.
  • Sigma Planning Corp first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.