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Signature Estate & Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Signature Estate & Investment Advisors’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 		$105M Sell
2,228,768
-262,614
-11% -$11.9M 1.89% 14
2026
Q1 		$100M Sell
2,491,382
-142,280
-5% -$6.14M 2.03% 10
2025
Q4 		$117M Sell
2,633,662
-69,383
-3% -$3.06M 2.36% 7
2025
Q3 		$119M Sell
2,703,045
-92,241
-3% -$3.89M 2.53% 7
2025
Q2 		$114M Buy
2,795,286
+200,094
+8% +$7.3M 2.62% 6
2025
Q1 		$88.9M Sell
2,595,192
-92,448
-3% -$3.46M 2.34% 8
2024
Q4 		$99.9M Sell
2,687,640
-269,551
-9% -$9.9M 2.5% 7
2024
Q3 		$103M Buy
2,957,191
+586,545
+25% +$19.4M 2.37% 7
2024
Q2 		$78M Buy
2,370,646
+90,585
+4% +$2.87M 1.95% 9
2024
Q1 		$72.9M Buy
2,280,061
+67,924
+3% +$2.04M 2.06% 11
2023
Q4 		$62.4M Sell
2,212,137
-48,116
-2% -$1.24M 1.84% 12
2023
Q3 		$55.4M Sell
2,260,253
-165,357
-7% -$4.2M 1.87% 11
2023
Q2 		$61.2M Sell
2,425,610
-28,260
-1% -$658K 2.03% 12
2023
Q1 		$55.1M Buy
2,453,870
+232,614
+10% +$5.05M 1.93% 12
2022
Q4 		$44.3M Buy
+2,221,256
New +$45.2M 1.59% 13

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Signature Estate & Investment Advisors's CGGR Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Capital Group Growth ETF (CGGR) stake by 11% in Q2 2026, selling an estimated $11.9M and leaving 2,228,768 shares worth $105M. The position accounts for 1.89% of the portfolio, ranked #14.

Signature Estate & Investment Advisors first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $119M in Q3 2025. 443 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,228,768 shares of Capital Group Growth ETF worth $105M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 262,614 Capital Group Growth ETF shares in Q2 2026, an estimated $11.9M.
  • Capital Group Growth ETF made up 1.89% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Signature Estate & Investment Advisors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Signature Estate & Investment Advisors's Capital Group Growth ETF position peaked at $119M in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.