U.S. Capital Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.06M	Buy	241,675 +7,438	+3%	+$265K	0.2%	120
2025 Q4	$8.12M	Sell	234,237 -1,049	-0.4%	-$36.2K	0.21%	120
2025 Q3	$8.04M	Buy	235,286 +5,063	+2%	+$166K	0.22%	119
2025 Q2	$7.36M	Buy	230,223 +13,474	+6%	+$398K	0.22%	128
2025 Q1	$6.14M	Buy	216,749 +12,703	+6%	+$377K	0.19%	137
2024 Q4	$5.96M	Buy	204,046 +3,327	+2%	+$99.8K	0.18%	132
2024 Q3	$6.05M	Buy	200,719 +2,042	+1%	+$59.8K	0.21%	108
2024 Q2	$5.85M	Buy	198,677 +4,295	+2%	+$124K	0.22%	105
2024 Q1	$5.6M	Sell	194,382 -2,305	-1%	-$62.7K	0.22%	111
2023 Q4	$5.06M	Buy	196,687 +3,470	+2%	+$83.3K	0.2%	116
2023 Q3	$4.43M	Sell	193,217 -12,465	-6%	-$299K	0.2%	110
2023 Q2	$5M	Buy	205,682 +2,438	+1%	+$57.4K	0.24%	99
2023 Q1	$4.69M	Buy	203,244 +4,906	+2%	+$110K	0.22%	108
2022 Q4	$4.17M	Buy	198,338 +14,182	+8%	+$290K	0.19%	115
2022 Q3	$3.44M	Buy	184,156 +19,013	+12%	+$395K	0.17%	126
2022 Q2	$3.32M	Buy	+165,143	New	+$3.57M	0.15%	143

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

U.S. Capital Wealth Advisors's CGGO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 3.2% in Q1 2026, buying an estimated $265K and bringing the position to 241,675 shares worth $8.06M. The position accounts for 0.2% of the portfolio, ranked #120.

U.S. Capital Wealth Advisors first reported a position in CGGO in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.12M in Q4 2025. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

U.S. Capital Wealth Advisors held 241,675 shares of Capital Group Global Growth Equity ETF worth $8.06M as of Q1 2026.
U.S. Capital Wealth Advisors bought 7,438 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $265K.
Capital Group Global Growth Equity ETF made up 0.2% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #120 holding.
U.S. Capital Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 16 quarters since.
U.S. Capital Wealth Advisors's Capital Group Global Growth Equity ETF position peaked at $8.12M in Q4 2025.
414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.