Guardian Wealth Advisors (North Carolina)’s Polen Capital Global Growth ETF PCGG Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio PCGG Stock Details PCGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.5K	Buy	+5,331	New	+$58.9K	﹤0.01%	436
2025 Q3	–	Sell	-10,752	Closed	-$129K	–	481
2025 Q2	$129K	Buy	10,752 +250	+2%	+$2.84K	0.01%	349
2025 Q1	$117K	Sell	10,502 -14,975	-59%	-$178K	0.01%	340
2024 Q4	$300K	Buy	+25,477	New	+$301K	0.02%	247

Other funds holding PCGG

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PCGG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Polen Capital Global Growth ETF (PCGG) in Q1 2026: 5,331 shares worth $53.5K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in PCGG as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in PCGG in Q4 2024 and has held it in 4 quarters since. The position peaked at $300K in Q4 2024. 11 funds tracked by Wall St. Rank hold PCGG as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 5,331 shares of Polen Capital Global Growth ETF worth $53.5K as of Q1 2026.
Polen Capital Global Growth ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Polen Capital Global Growth ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #436 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Polen Capital Global Growth ETF in Q4 2024 and has held it in 4 quarters since.
Guardian Wealth Advisors (North Carolina)'s Polen Capital Global Growth ETF position peaked at $300K in Q4 2024.
11 funds tracked by Wall St. Rank held Polen Capital Global Growth ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.