Stifel Financial
CGGR icon

Stifel Financial’s Capital Group Growth ETF CGGR Stock Holding History

Stifel Financial’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
Q1 		$97.8M Buy
2,433,904
+93,336
+4% +$4.03M 0.09% 230
2025
Q4 		$104M Buy
2,340,568
+553,253
+31% +$24.4M 0.09% 216
2025
Q3 		$78.5M Buy
1,787,315
+165,044
+10% +$6.97M 0.07% 268
2025
Q2 		$65.9M Buy
1,622,271
+138,364
+9% +$5.05M 0.06% 293
2025
Q1 		$50.8M Buy
1,483,907
+323,498
+28% +$12.1M 0.05% 328
2024
Q4 		$43.1M Buy
1,160,409
+122,633
+12% +$4.51M 0.04% 353
2024
Q3 		$36.1M Sell
1,037,776
-12,101
-1% -$401K 0.04% 399
2024
Q2 		$34.5M Buy
1,049,877
+105,142
+11% +$3.34M 0.04% 379
2024
Q1 		$30.2M Buy
944,735
+71,566
+8% +$2.15M 0.03% 416
2023
Q4 		$24.6M Buy
873,169
+154,003
+21% +$3.98M 0.03% 437
2023
Q3 		$17.6M Buy
719,166
+147,353
+26% +$3.74M 0.02% 513
2023
Q2 		$14.4M Sell
571,813
-4,310
-0.7% -$100K 0.02% 578
2023
Q1 		$12.9M Buy
576,123
+124,028
+27% +$2.69M 0.02% 597
2022
Q4 		$9.01M Buy
452,095
+40,042
+10% +$815K 0.01% 698
2022
Q3 		$8.04M Buy
412,053
+95,662
+30% +$2.04M 0.01% 717
2022
Q2 		$6.32M Buy
+316,391
New +$7.13M 0.01% 849

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Commonwealth Equity Services
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Northwestern Mutual Wealth Management
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return