SWP
CGGR icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stratos Wealth Partners's CGGR Position: Q1 2026 in Review

Stratos Wealth Partners increased its Capital Group Growth ETF (CGGR) stake by 13% in Q1 2026, buying an estimated $864K and bringing the position to 169,546 shares worth $6.81M. The position accounts for 0.08% of the portfolio, ranked #269.

Stratos Wealth Partners first reported a position in CGGR in Q3 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Stratos Wealth Partners held 169,546 shares of Capital Group Growth ETF worth $6.81M as of Q1 2026.
  • Stratos Wealth Partners bought 20,013 Capital Group Growth ETF shares in Q1 2026, an estimated $864K.
  • Capital Group Growth ETF made up 0.08% of Stratos Wealth Partners's portfolio in Q1 2026, its #269 holding.
  • Stratos Wealth Partners first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.