Wintrust Investments’s Capital Group Growth ETF CGGR Stock Holding History

Wintrust Investments’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
2024 Q4	$1.06M	Buy	28,648 +10,462	+58%	+$384K	0.94%	24
2024 Q3	$632K	Sell	18,186 -149,165	-89%	-$4.94M	0.47%	39
2024 Q2	$5.5M	Sell	167,351 -2,142	-1%	-$68K	0.45%	41
2024 Q1	$5.42M	Sell	169,493 -44,951	-21%	-$1.35M	0.48%	43
2023 Q4	$6.05M	Sell	214,444 -1,266	-0.6%	-$32.7K	0.59%	32
2023 Q3	$5.29M	Buy	215,710 +4,221	+2%	+$107K	0.55%	36
2023 Q2	$5.34M	Buy	211,489 +190,243	+895%	+$4.43M	0.54%	39
2023 Q1	$477K	Buy	21,246 +2,583	+14%	+$56.1K	0.06%	211
2022 Q4	$372K	Sell	18,663 -49	-0.3%	-$997	0.05%	258
2022 Q3	$365K	Sell	18,712 -142	-0.8%	-$3.03K	0.05%	270
2022 Q2	$376K	Buy	18,854 +1,320	+8%	+$29.7K	0.05%	265
2022 Q1	$459K	Buy	+17,534	New	+$437K	0.04%	259

Other funds holding CGGR

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wintrust Investments's CGGR Position: Q4 2024 in Review

Wintrust Investments increased its Capital Group Growth ETF (CGGR) stake by 58% in Q4 2024, buying an estimated $384K and bringing the position to 28,648 shares worth $1.06M. The position accounts for 0.94% of the portfolio, ranked #24.

Wintrust Investments first reported a position in CGGR in Q1 2022 and has held it in 12 quarters since. The position peaked at $6.05M in Q4 2023. 438 funds tracked by Wall St. Rank hold CGGR as of Q4 2024.

Wintrust Investments held 28,648 shares of Capital Group Growth ETF worth $1.06M as of Q4 2024.
Wintrust Investments bought 10,462 Capital Group Growth ETF shares in Q4 2024, an estimated $384K.
Capital Group Growth ETF made up 0.94% of Wintrust Investments's portfolio in Q4 2024, its #24 holding.
Wintrust Investments first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 12 quarters since.
Wintrust Investments's Capital Group Growth ETF position peaked at $6.05M in Q4 2023.
438 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2024.

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