INVESTMENT ADVISORY SERVICES INC /TX /ADV
Position in CGGR — Capital Group Growth ETF
CIK 925953
THE WOODLANDS, TX
Position in CGGR
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,222,225
-$135,885 QoQ
Shares Held
55,293
+4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGGR Over Time
Shares Held
Position Value (USD)
All Filings in CGGR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,222,225 | 55,293 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,358,110 | 53,027 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,235,967 | 50,910 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,974,980 | 48,585 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,417,402 | 41,384 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,379,341 | 37,109 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,115,123 | 32,053 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $895,331 | 27,222 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $741,304 | 23,173 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $590,373 | 20,913 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $211,092 | 8,616 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||