Allegheny Financial Group’s City Different Investments Global Equity ETF CDIG Stock Holding History

Allegheny Financial Group’s Portfolio CDIG Stock Details CDIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.7M	Buy	1,432,307 +229,310	+19%	+$5.95M	3.9%	4
2026 Q1	$29.9M	Buy	1,202,997 +135,623	+13%	+$3.48M	4.03%	4
2025 Q4	$26.6M	Buy	1,067,374 +990,066	+1,281%	+$24.6M	3.94%	3
2025 Q3	$1.93M	Buy	+77,308	New	+$1.95M	0.36%	55

Other funds holding CDIG

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

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

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Allegheny Financial Group's CDIG Position: Q2 2026 in Review

Allegheny Financial Group increased its City Different Investments Global Equity ETF (CDIG) stake by 19% in Q2 2026, buying an estimated $5.95M and bringing the position to 1,432,307 shares worth $36.7M. The position accounts for 3.9% of the portfolio, ranked #4.

Allegheny Financial Group first reported a position in CDIG in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold CDIG as of Q2 2026.

Allegheny Financial Group held 1,432,307 shares of City Different Investments Global Equity ETF worth $36.7M as of Q2 2026.
Allegheny Financial Group bought 229,310 City Different Investments Global Equity ETF shares in Q2 2026, an estimated $5.95M.
City Different Investments Global Equity ETF made up 3.9% of Allegheny Financial Group's portfolio in Q2 2026, its #4 holding.
Allegheny Financial Group first reported a position in City Different Investments Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held City Different Investments Global Equity ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.