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 Q2	$6.65M	Buy	140,955 +52,885	+60%	+$2.39M	1.06%	11
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PKS Advisory Services's CGGR Position: Q2 2026 in Review

PKS Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 60% in Q2 2026, buying an estimated $2.39M and bringing the position to 140,955 shares worth $6.65M. The position accounts for 1.06% of the portfolio, ranked #11.

PKS Advisory Services first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

PKS Advisory Services held 140,955 shares of Capital Group Growth ETF worth $6.65M as of Q2 2026.
PKS Advisory Services bought 52,885 Capital Group Growth ETF shares in Q2 2026, an estimated $2.39M.
Capital Group Growth ETF made up 1.06% of PKS Advisory Services's portfolio in Q2 2026, its #11 holding.
PKS Advisory Services first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.