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 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 $377B AUM 19.32% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

United Advisor Group's CGGR Position: Q1 2026 in Review

United Advisor Group increased its Capital Group Growth ETF (CGGR) stake by 0.08% in Q1 2026, buying an estimated $1.08K and bringing the position to 32,872 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #152.

United Advisor Group first reported a position in CGGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

United Advisor Group held 32,872 shares of Capital Group Growth ETF worth $1.32M as of Q1 2026.
United Advisor Group bought 25 Capital Group Growth ETF shares in Q1 2026, an estimated $1.08K.
Capital Group Growth ETF made up 0.16% of United Advisor Group's portfolio in Q1 2026, its #152 holding.
United Advisor Group first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 7 quarters since.
United Advisor Group's Capital Group Growth ETF position peaked at $1.46M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.