U.S. Capital Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

U.S. Capital 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 Q1	$275K	Buy	+6,854	New	+$296K	0.01%	849
2025 Q3	–	Sell	-5,611	Closed	-$228K	–	946
2025 Q2	$228K	Sell	5,611 -7,090	-56%	-$259K	0.01%	802
2025 Q1	$435K	Sell	12,701 -427	-3%	-$16K	0.01%	613
2024 Q4	$488K	Hold	13,128	–	–	0.02%	566
2024 Q3	$457K	Buy	13,128 +1,397	+12%	+$46.3K	0.02%	501
2024 Q2	$386K	Buy	11,731 +500	+4%	+$15.9K	0.01%	507
2024 Q1	$359K	Buy	11,231 +800	+8%	+$24.1K	0.01%	527
2023 Q4	$294K	Buy	+10,431	New	+$270K	0.01%	557
2023 Q1	–	Sell	-2,390	Closed	-$47.7K	–	788
2022 Q4	$47.7K	Buy	+2,390	New	+$48.6K	﹤0.01%	898

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

U.S. Capital Wealth Advisors opened a new position in Capital Group Growth ETF (CGGR) in Q1 2026: 6,854 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in CGGR as recently as Q2 2025.

U.S. Capital Wealth Advisors first reported a position in CGGR in Q4 2022 and has held it in 9 quarters since. The position peaked at $488K in Q4 2024. 602 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

U.S. Capital Wealth Advisors held 6,854 shares of Capital Group Growth ETF worth $275K as of Q1 2026.
Capital Group Growth ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
Capital Group Growth ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #849 holding.
U.S. Capital Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 9 quarters since.
U.S. Capital Wealth Advisors's Capital Group Growth ETF position peaked at $488K in Q4 2024.
602 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

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