Sovran Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Sovran 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	$10.9M	Sell	244,654 -14,941	-6%	-$675K	0.81%	21
2026 Q1	$11.6M	Buy	259,595 +10,104	+4%	+$436K	0.91%	21
2025 Q4	$11.2M	Sell	249,491 -7,200	-3%	-$318K	0.95%	18
2025 Q3	$11.4M	Sell	256,691 -22,051	-8%	-$931K	1.01%	17
2025 Q2	$11.3M	Sell	278,742 -22,929	-8%	-$837K	1.18%	17
2025 Q1	$9.8M	Buy	301,671 +96,720	+47%	+$3.62M	1.27%	11
2024 Q4	$7.63M	Buy	+204,951	New	+$7.53M	1.09%	17

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sovran Advisors's CGGR Position: Q2 2026 in Review

Sovran Advisors reduced its Capital Group Growth ETF (CGGR) stake by 5.8% in Q2 2026, selling an estimated $675K and leaving 244,654 shares worth $10.9M. The position accounts for 0.81% of the portfolio, ranked #21.

Sovran Advisors first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6M in Q1 2026. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Sovran Advisors held 244,654 shares of Capital Group Growth ETF worth $10.9M as of Q2 2026.
Sovran Advisors sold 14,941 Capital Group Growth ETF shares in Q2 2026, an estimated $675K.
Capital Group Growth ETF made up 0.81% of Sovran Advisors's portfolio in Q2 2026, its #21 holding.
Sovran Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's Capital Group Growth ETF position peaked at $11.6M in Q1 2026.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.