Sowell Financial Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Sowell Financial Services’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,642	Closed	-$351K	–	516
2024 Q3	$351K	Sell	11,642 -15,000	-56%	-$439K	0.02%	486
2024 Q2	$790K	Buy	26,642 +2,235	+9%	+$64.6K	0.04%	369
2024 Q1	$703K	Buy	24,407 +2,333	+11%	+$63.5K	0.03%	401
2023 Q4	$568K	Sell	22,074 -9,206	-29%	-$221K	0.03%	415
2023 Q3	$717K	Sell	31,280 -35,884	-53%	-$860K	0.05%	358
2023 Q2	$1.64M	Buy	+67,164	New	+$1.58M	0.09%	251

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Sowell Financial Services's CGGO Position: Q4 2024 in Review

Sowell Financial Services sold out of Capital Group Global Growth Equity ETF (CGGO) in Q4 2024, closing a stake of 11,642 shares — an estimated $351K sold.

Sowell Financial Services first reported a position in CGGO in Q2 2023 and held it in 6 quarters. The position peaked at $1.64M in Q2 2023. 296 funds tracked by Wall St. Rank hold CGGO as of Q4 2024.

Sowell Financial Services reported no remaining Capital Group Global Growth Equity ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 11,642 Capital Group Global Growth Equity ETF shares in Q4 2024, an estimated $351K.
Sowell Financial Services first reported a position in Capital Group Global Growth Equity ETF in Q2 2023 and held it in 6 quarters.
Sowell Financial Services's Capital Group Global Growth Equity ETF position peaked at $1.64M in Q2 2023.
296 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.