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 Q3	$1.69M	Buy	35,581 +55	+0.2%	+$2.56K	0.16%	159
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 $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

United Advisor Group's CGGR Position: Q3 2026 in Review

United Advisor Group increased its Capital Group Growth ETF (CGGR) stake by 0.15% in Q3 2026, buying an estimated $2.56K and bringing the position to 35,581 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #159.

United Advisor Group first reported a position in CGGR in Q3 2024 and has held it in 9 quarters since. 399 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

United Advisor Group held 35,581 shares of Capital Group Growth ETF worth $1.69M as of Q3 2026.
United Advisor Group bought 55 Capital Group Growth ETF shares in Q3 2026, an estimated $2.56K.
Capital Group Growth ETF made up 0.16% of United Advisor Group's portfolio in Q3 2026, its #159 holding.
United Advisor Group first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 9 quarters since.
399 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.