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

Stratos Wealth Partners’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	$9.92M	Buy	210,137 +40,591	+24%	+$1.83M	0.1%	211
2026 Q1	$6.81M	Buy	169,546 +20,013	+13%	+$864K	0.08%	269
2025 Q4	$6.65M	Buy	149,533 +32,068	+27%	+$1.42M	0.08%	268
2025 Q3	$5.16M	Buy	117,465 +37,674	+47%	+$1.59M	0.06%	307
2025 Q2	$3.24M	Buy	79,791 +18,305	+30%	+$668K	0.04%	372
2025 Q1	$2.11M	Buy	61,486 +31,047	+102%	+$1.16M	0.03%	440
2024 Q4	$1.13M	Buy	30,439 +4,483	+17%	+$165K	0.02%	648
2024 Q3	$903K	Buy	25,956 +14,021	+117%	+$465K	0.01%	728
2024 Q2	$393K	Buy	11,935 +3,090	+35%	+$98K	0.01%	994
2024 Q1	$283K	Hold	8,845	–	–	﹤0.01%	1128
2023 Q4	$250K	Buy	8,845 +55	+0.6%	+$1.42K	﹤0.01%	1176
2023 Q3	$215K	Buy	+8,790	New	+$223K	﹤0.01%	1137

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 Partners's CGGR Position: Q2 2026 in Review

Stratos Wealth Partners increased its Capital Group Growth ETF (CGGR) stake by 24% in Q2 2026, buying an estimated $1.83M and bringing the position to 210,137 shares worth $9.92M. The position accounts for 0.1% of the portfolio, ranked #211.

Stratos Wealth Partners first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Stratos Wealth Partners held 210,137 shares of Capital Group Growth ETF worth $9.92M as of Q2 2026.
Stratos Wealth Partners bought 40,591 Capital Group Growth ETF shares in Q2 2026, an estimated $1.83M.
Capital Group Growth ETF made up 0.1% of Stratos Wealth Partners's portfolio in Q2 2026, its #211 holding.
Stratos Wealth Partners first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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