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Sowell Financial Services’s Capital Group Growth ETF CGGR Stock Holding History

Sowell Financial Services’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
2024
Q4 		– Sell
-14,797
Closed -$515K – 517
2024
Q3 		$515K Buy
+14,797
New +$490K 0.02% 435

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sowell Financial Services sold out of Capital Group Growth ETF (CGGR) in Q4 2024, closing a stake of 14,797 shares — an estimated $515K sold.

Sowell Financial Services first reported a position in CGGR in Q3 2024 and held it in 1 quarter. The position peaked at $515K in Q3 2024. 438 funds tracked by Wall St. Rank hold CGGR as of Q4 2024.

  • Sowell Financial Services reported no remaining Capital Group Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 14,797 Capital Group Growth ETF shares in Q4 2024, an estimated $515K.
  • Sowell Financial Services first reported a position in Capital Group Growth ETF in Q3 2024 and held it in 1 quarter.
  • Sowell Financial Services's Capital Group Growth ETF position peaked at $515K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2024.

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