United Advisor Group’s Capital Group Growth ETF CGGR Stock Holding History

United Advisor Group’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	$1.68M	Buy	35,526 +2,654	+8%	+$120K	0.18%	146
2026 Q1	$1.32M	Buy	32,872 +25	+0.1%	+$1.08K	0.16%	152
2025 Q4	$1.46M	Buy	32,847 +1,766	+6%	+$78K	0.18%	134
2025 Q3	$1.37M	Buy	31,081 +10,553	+51%	+$446K	0.18%	125
2025 Q2	$834K	Buy	20,528 +7,334	+56%	+$268K	0.14%	150
2025 Q1	$452K	Buy	13,194 +3,199	+32%	+$120K	0.09%	199
2024 Q4	$372K	Sell	9,995 -60	-0.6%	-$2.2K	0.07%	250
2024 Q3	$350K	Buy	+10,055	New	+$333K	0.08%	253

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

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

United Advisor Group increased its Capital Group Growth ETF (CGGR) stake by 8.1% in Q2 2026, buying an estimated $120K and bringing the position to 35,526 shares worth $1.68M. The position accounts for 0.18% of the portfolio, ranked #146.

United Advisor Group first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

United Advisor Group held 35,526 shares of Capital Group Growth ETF worth $1.68M as of Q2 2026.
United Advisor Group bought 2,654 Capital Group Growth ETF shares in Q2 2026, an estimated $120K.
Capital Group Growth ETF made up 0.18% of United Advisor Group's portfolio in Q2 2026, its #146 holding.
United Advisor Group first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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