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Wintrust Investments’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Wintrust Investments’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
2024
Q4 		$46K Buy
1,578
+782
+98% +$23.4K 0.04% 263
2024
Q3 		$24K Buy
+796
New +$23.3K 0.02% 444

Other funds holding CGGO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wintrust Investments's CGGO Position: Q4 2024 in Review

Wintrust Investments increased its Capital Group Global Growth Equity ETF (CGGO) stake by 98% in Q4 2024, buying an estimated $23.4K and bringing the position to 1,578 shares worth $46K. The position accounts for 0.04% of the portfolio, ranked #263.

Wintrust Investments first reported a position in CGGO in Q3 2024 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold CGGO as of Q4 2024.

  • Wintrust Investments held 1,578 shares of Capital Group Global Growth Equity ETF worth $46K as of Q4 2024.
  • Wintrust Investments bought 782 Capital Group Global Growth Equity ETF shares in Q4 2024, an estimated $23.4K.
  • Capital Group Global Growth Equity ETF made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #263 holding.
  • Wintrust Investments first reported a position in Capital Group Global Growth Equity ETF in Q3 2024 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.