CGGG β€” CAPITAL GROUP U.S. LARGE GROWTH ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  2 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported CAPITAL GROUP U.S. LARGE GROWTH ETF (CGGG) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows CGGG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in CAPITAL GROUP U.S. LARGE GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGGG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held CGGG β€” position size vs. price
% of Fund (quarterly)    CGGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 115 +12 +11.7% 0.00% $3K 2026-04-13 $27.28
2025 Q4 INITIATED 103 β€” β€” 0.00% $3K 2026-02-06 $27.74

🏒 Other funds also holding CGGG

As of 2026 Q1 β€” sorted by position size

Midwest Heritage Bank, FSB 3Y 0.64%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and CGGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning CGGG?

CREATIVE FINANCIAL DESIGNS INC /ADV reported CGGG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CGGG position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for CGGG was 0.00% in 2025 Q4.

What is the latest reported CGGG position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 115 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this CGGG ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly CGGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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