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 Q2	–	Sell	-5,331	Closed	-$53.5K	–	521
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

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PCGG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Polen Capital Global Growth ETF (PCGG) in Q2 2026, closing a stake of 5,331 shares — an estimated $53.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PCGG in Q4 2024 and held it in 4 quarters. The position peaked at $300K in Q4 2024. 6 funds tracked by Wall St. Rank hold PCGG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Polen Capital Global Growth ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 5,331 Polen Capital Global Growth ETF shares in Q2 2026, an estimated $53.5K.
Guardian Wealth Advisors (North Carolina) first reported a position in Polen Capital Global Growth ETF in Q4 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s Polen Capital Global Growth ETF position peaked at $300K in Q4 2024.
6 funds tracked by Wall St. Rank held Polen Capital Global Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.