Form 13-F position report

CAPITAL GROUP GROWTH ETF

Reported by Ergawealth Advisors Inc

ETF profile Manager portfolio Source filing
CGGR CUSIP 14020G101 Manager CIK 0001973209
Latest reported change

Reported 594,905 shares, up 19,622 (3.4%) from the prior quarter.

Reported value 9.4%; share count 3.4% vs. the prior quarter.

Added
% of reported 13F value 10.26% This manager · Q3 2024
Shares 594,905 Quarter-end amount reported
Reported value $20,696,754 Fair value at quarter end
Consecutive quarters held 8 Through Q3 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 798,990 +2,049 (0.3%) 14.96% $37,896,089 2026-10-21
Q2 2026 Added 796,941 +30,659 (4.0%) 14.61% $37,615,612 2026-08-07
Q1 2026 Added 766,282 +47,547 (6.6%) 13.62% $30,796,891 2026-04-27
Q4 2025 Added 718,735 +50,568 (7.6%) 14.71% $31,962,126 2026-01-21
Q3 2025 Added 668,167 +32,438 (5.1%) 13.67% $29,345,902 2025-10-20
Q2 2025 Added 635,729 +27,035 (4.4%) 11.63% $25,842,386 2025-07-22
Q1 2025 Added 608,694 +8,273 (1.4%) 10.33% $20,847,768 2025-04-22
Q4 2024 Added 600,421 +5,516 (0.9%) 11.03% $22,317,655 2025-02-05
Q3 2024 Added 594,905 +19,622 (3.4%) 10.26% $20,696,754 2024-10-23
Q2 2024 Reduced 575,283 -18,812 (-3.2%) 10.3% $18,921,074 2024-07-22
Q1 2024 Added 594,095 +9,141 (1.6%) 10.42% $19,005,109 2024-04-29
Q4 2023 Reduced 584,954 -2,335 (-0.4%) 10.16% $16,513,257 2024-01-30
Q3 2023 Added 587,289 +12,001 (2.1%) 9.93% $14,388,588 2023-10-30
Q2 2023 Added 575,288 +54,832 (10.5%) 9.95% $14,514,517 2023-07-17
Q1 2023 Added 520,456 +58,337 (12.6%) 9.52% $11,689,443 2023-05-02
Q4 2022 New 462,119 +462,119 (0.0%) 8.34% $9,214,651 2023-04-14
Institutional context

Who else reported the position

367 managers reported CAPITAL GROUP GROWTH ETF for Q3 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Capital Group Private Client Services Inc Added 19,380,711 +2,274,189 6.42% $674,255,028 11 qtrs
LPL Financial LLC Added 12,438,170 +2,456,913 0.19% $432,723,931 10 qtrs
Bank of America Corporation Added 10,096,108 +2,153,540 0.03% $351,243,592 6 qtrs
COMMONWEALTH EQUITY SERVICES LLC Added 9,323,101 +359,838 0.49% $324,351,000 11 qtrs
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 6,816,490 +1,045,316 0.21% $237,145,679 10 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 6,318,094 +1,240,501 0.07% $219,806,482 11 qtrs
WELLS FARGO & COMPANY MN Added 5,395,337 +559,777 0.04% $187,703,774 8 qtrs
MORGAN STANLEY Added 5,360,275 +1,702,198 0.01% $186,483,981 8 qtrs
RAYMOND JAMES & ASSOCIATES Added 3,895,362 +517,412 0.08% $135,519,652 10 qtrs
Cetera Investment Advisers Added 3,871,896 +718,074 0.29% $134,703,257 9 qtrs
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Filing details and methodology As reported
Report period
September 30, 2024
Filed
October 23, 2024
Filing type
13F-HR
Position type
SHS CREATION UNI

Voting authority reported

Sole
0
Shared
0
None
594,905

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.