United Advisor Group’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

United Advisor Group’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 Q2	$490K	Hold	11,587	–	–	0.05%	320
2026 Q1	$387K	Hold	11,587	–	–	0.05%	338
2025 Q4	$401K	Sell	11,587 -115	-1%	-$3.97K	0.05%	316
2025 Q3	$400K	Buy	+11,702	New	+$384K	0.05%	307
2025 Q1	–	Sell	-11,178	Closed	-$327K	–	353
2024 Q4	$327K	Buy	+11,178	New	+$335K	0.06%	281

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

United Advisor Group's CGGO Position: Q2 2026 in Review

United Advisor Group held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 11,587 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #320.

United Advisor Group first reported a position in CGGO in Q4 2024 and has held it in 5 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

United Advisor Group held 11,587 shares of Capital Group Global Growth Equity ETF worth $490K as of Q2 2026.
United Advisor Group left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #320 holding.
United Advisor Group first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 5 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.