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Capital Group Growth Etf shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of Capital Group Growth Etf (CGGR) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors investment in Capital Group Growth Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Growth Etf held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Growth Etf by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $525k 16k 31.99
2023-12-31 $503k 18k 28.23

More positions owned by Octavia Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Starboard Invt Tr Adaptive Alpha (AGOX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Midcp 400 Val (IVOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)

View all positions for Octavia Wealth Advisors

Top funds holding Capital Group Growth Etf

Commonwealth Equity Services
Bank of America Corporation
Cambridge Investment Research Advisors
Raymond James & Associates
Wells Fargo & Company
Signature Estate and Investment Advisors
Advisor Group Holdings
Financial Security Advisor
Royal Bank of Canada
Raymond James Financial Services Advisors
New England Capital Financial Advisors
UBS Group
Baird Financial
Stifel Financial
Kestra Advisory Services

View all funds holding Capital Group Growth Etf