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Capital Group Growth Etf shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management Group investment in Capital Group Growth Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Growth Etf by Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $403k 13k 31.99
2023-12-31 $385k 14k 28.23

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Select Divid Etf (DVY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Home Depot (HD)

View all positions for Sar Wealth Management Group

Top funds holding Capital Group Growth Etf

LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James & Associates
Signature Estate and Investment Advisors
Advisor Group Holdings
Financial Security Advisor
Raymond James Financial Services Advisors
UBS Group
New England Capital Financial Advisors

View all funds holding Capital Group Growth Etf