Strategic Financial Concepts’s Capital Group Growth ETF CGGR Stock Holding History

Strategic Financial Concepts’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	–	Sell	-40,578	Closed	-$1.63M	–	248
2026 Q1	$1.63M	Buy	40,578 +15,743	+63%	+$680K	0.4%	63
2025 Q4	$1.1M	Buy	+24,835	New	+$1.1M	1.01%	29
2025 Q2	–	Sell	-18,594	Closed	-$637K	–	300
2025 Q1	$637K	Buy	18,594 +7,686	+70%	+$288K	0.12%	168
2024 Q4	$405K	Buy	+10,908	New	+$401K	0.08%	204

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

Strategic Financial Concepts's CGGR Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 40,578 shares — an estimated $1.63M sold.

Strategic Financial Concepts first reported a position in CGGR in Q4 2024 and held it in 4 quarters. The position peaked at $1.63M in Q1 2026. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Strategic Financial Concepts reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 40,578 Capital Group Growth ETF shares in Q2 2026, an estimated $1.63M.
Strategic Financial Concepts first reported a position in Capital Group Growth ETF in Q4 2024 and held it in 4 quarters.
Strategic Financial Concepts's Capital Group Growth ETF position peaked at $1.63M in Q1 2026.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.