Stratos Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Stratos Wealth Advisors’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	$394K	Buy	8,338 +1,007	+14%	+$45.5K	0.02%	439
2026 Q1	$295K	Buy	7,331 +331	+5%	+$14.3K	0.02%	482
2025 Q4	$311K	Buy	7,000 +936	+15%	+$41.3K	0.02%	521
2025 Q3	$266K	Buy	+6,064	New	+$256K	0.01%	578
2024 Q1	–	Sell	-60,200	Closed	-$1.7M	–	667
2023 Q4	$1.7M	Buy	60,200 +11,571	+24%	+$299K	0.1%	242
2023 Q3	$1.19M	Sell	48,629 -5,625	-10%	-$143K	0.08%	268
2023 Q2	$1.37M	Buy	54,254 +5,408	+11%	+$126K	0.1%	242
2023 Q1	$1.1M	Buy	48,846 +5,113	+12%	+$111K	0.08%	260
2022 Q4	$872K	Buy	+43,733	New	+$890K	0.07%	304

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

Stratos Wealth Advisors's CGGR Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 14% in Q2 2026, buying an estimated $45.5K and bringing the position to 8,338 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #439.

Stratos Wealth Advisors first reported a position in CGGR in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.7M in Q4 2023. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Stratos Wealth Advisors held 8,338 shares of Capital Group Growth ETF worth $394K as of Q2 2026.
Stratos Wealth Advisors bought 1,007 Capital Group Growth ETF shares in Q2 2026, an estimated $45.5K.
Capital Group Growth ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #439 holding.
Stratos Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 9 quarters since.
Stratos Wealth Advisors's Capital Group Growth ETF position peaked at $1.7M in Q4 2023.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.