Sowell Financial Services
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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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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.