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Advus Financial Partners, LLC’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Advus Financial Partners, LLC’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
2026
Q2 		$1.45M Sell
34,181
-5,184
-13% -$202K 0.33% 63
2026
Q1 		$1.31M Buy
39,365
+18
+0% +$641 0.33% 61
2025
Q4 		$1.36M Buy
39,347
+54
+0.1% +$1.87K 0.33% 59
2025
Q3 		$1.34M Buy
39,293
+18
+0% +$590 0.32% 57
2025
Q2 		$1.26M Sell
39,275
-8,949
-19% -$264K 0.32% 55
2025
Q1 		$1.37M Buy
48,224
+307
+0.6% +$9.12K 0.38% 46
2024
Q4 		$1.4M Sell
47,917
-2,236
-4% -$67.1K 0.39% 44
2024
Q3 		$1.51M Buy
50,153
+721
+1% +$21.1K 0.43% 44
2024
Q2 		$1.46M Buy
49,432
+2,099
+4% +$60.7K 0.44% 39
2024
Q1 		$1.36M Sell
47,333
-213
-0.4% -$5.8K 0.42% 42
2023
Q4 		$1.22M Buy
47,546
+3,160
+7% +$75.9K 0.42% 41
2023
Q3 		$1.02M Buy
44,386
+1,578
+4% +$37.8K 0.4% 42
2023
Q2 		$1.04M Buy
42,808
+1,191
+3% +$28.1K 0.4% 42
2023
Q1 		$960K Buy
41,617
+169
+0.4% +$3.77K 0.4% 39
2022
Q4 		$871K Buy
+41,448
New +$847K 0.38% 43

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Advus Financial Partners, LLC's CGGO Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 13% in Q2 2026, selling an estimated $202K and leaving 34,181 shares worth $1.45M. The position accounts for 0.33% of the portfolio, ranked #63.

Advus Financial Partners, LLC first reported a position in CGGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q3 2024. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Advus Financial Partners, LLC held 34,181 shares of Capital Group Global Growth Equity ETF worth $1.45M as of Q2 2026.
  • Advus Financial Partners, LLC sold 5,184 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $202K.
  • Capital Group Global Growth Equity ETF made up 0.33% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #63 holding.
  • Advus Financial Partners, LLC first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Advus Financial Partners, LLC's Capital Group Global Growth Equity ETF position peaked at $1.51M in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.