Integrated Wealth Concepts’s City Different Investments Global Equity ETF CDIG Stock Holding History

Integrated Wealth Concepts’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	$8.74K	Buy	+341	New	+$8.85K	﹤0.01%	4644

Other funds holding CDIG

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

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

Integrated Wealth Concepts's CDIG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in City Different Investments Global Equity ETF (CDIG) in Q2 2026: 341 shares worth $8.74K. The stake represents ﹤0.01% of the portfolio and ranks #4644 among its holdings.

10 funds tracked by Wall St. Rank hold CDIG as of Q2 2026.

Integrated Wealth Concepts held 341 shares of City Different Investments Global Equity ETF worth $8.74K as of Q2 2026.
City Different Investments Global Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
City Different Investments Global Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4644 holding.
10 funds tracked by Wall St. Rank held City Different Investments Global Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.