Steward Partners Investment Advisory’s Capital Group Growth ETF CGGR Stock Holding History

Steward Partners Investment Advisory’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	$18.8M	Buy	398,621 +9,802	+3%	+$443K	0.1%	206
2026 Q1	$15.6M	Buy	388,819 +10,638	+3%	+$459K	0.08%	227
2025 Q4	$16.8M	Buy	378,181 +70,792	+23%	+$3.13M	0.09%	192
2025 Q3	$13.5M	Sell	307,389 -84,368	-22%	-$3.56M	0.08%	221
2025 Q2	$15.9M	Buy	391,757 +83,376	+27%	+$3.04M	0.12%	166
2025 Q1	$10.6M	Buy	308,381 +30,927	+11%	+$1.16M	0.09%	216
2024 Q4	$10.3M	Buy	277,454 +5,728	+2%	+$210K	0.09%	218
2024 Q3	$9.45M	Buy	271,726 +100,897	+59%	+$3.34M	0.09%	227
2024 Q2	$5.62M	Buy	170,829 +4,834	+3%	+$153K	0.06%	309
2024 Q1	$5.31M	Buy	165,995 +7,314	+5%	+$220K	0.06%	322
2023 Q4	$4.48M	Buy	158,681 +6,581	+4%	+$170K	0.06%	308
2023 Q3	$3.73M	Sell	152,100 -66	-0%	-$1.68K	0.06%	317
2023 Q2	$3.84M	Sell	152,166 -6,875	-4%	-$160K	0.06%	314
2023 Q1	$3.57M	Buy	159,041 +10,592	+7%	+$230K	0.06%	328
2022 Q4	$2.96M	Buy	148,449 +88,835	+149%	+$1.81M	0.05%	356
2022 Q3	$1.16M	Buy	+59,614	New	+$1.27M	0.02%	572

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

Steward Partners Investment Advisory's CGGR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Growth ETF (CGGR) stake by 2.5% in Q2 2026, buying an estimated $443K and bringing the position to 398,621 shares worth $18.8M. The position accounts for 0.1% of the portfolio, ranked #206.

Steward Partners Investment Advisory first reported a position in CGGR in Q3 2022 and has held it in 16 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Steward Partners Investment Advisory held 398,621 shares of Capital Group Growth ETF worth $18.8M as of Q2 2026.
Steward Partners Investment Advisory bought 9,802 Capital Group Growth ETF shares in Q2 2026, an estimated $443K.
Capital Group Growth ETF made up 0.1% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #206 holding.
Steward Partners Investment Advisory first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 16 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.