PKS Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

PKS Advisory Services’s Portfolio CGGR Stock Details CGGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.54M	Buy	88,070 +10,970	+14%	+$474K	0.82%	22
2025 Q4	$3.43M	Buy	77,100 +17,943	+30%	+$792K	0.78%	23
2025 Q3	$2.6M	Buy	59,157 +8,802	+17%	+$372K	0.54%	34
2025 Q2	$2.05M	Buy	50,355 +8,722	+21%	+$318K	0.51%	42
2025 Q1	$1.43M	Buy	41,633 +6,328	+18%	+$237K	0.39%	51
2024 Q4	$1.31M	Buy	+35,305	New	+$1.3M	0.33%	51

Other funds holding CGGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PKS Advisory Services's CGGR Position: Q1 2026 in Review

PKS Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 14% in Q1 2026, buying an estimated $474K and bringing the position to 88,070 shares worth $3.54M. The position accounts for 0.82% of the portfolio, ranked #22.

PKS Advisory Services first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

PKS Advisory Services held 88,070 shares of Capital Group Growth ETF worth $3.54M as of Q1 2026.
PKS Advisory Services bought 10,970 Capital Group Growth ETF shares in Q1 2026, an estimated $474K.
Capital Group Growth ETF made up 0.82% of PKS Advisory Services's portfolio in Q1 2026, its #22 holding.
PKS Advisory Services first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.