Integrated Wealth Concepts’s Capital Group Growth ETF CGGR Stock Holding History

Integrated Wealth Concepts’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	$17.3M	Buy	366,765 +194,030	+112%	+$8.77M	0.08%	229
2026 Q1	$6.94M	Buy	172,735 +36,389	+27%	+$1.57M	0.06%	326
2025 Q4	$6.06M	Buy	136,346 +29,592	+28%	+$1.31M	0.07%	246
2025 Q3	$4.69M	Buy	106,754 +25,273	+31%	+$1.07M	0.04%	389
2025 Q2	$3.31M	Buy	81,481 +24,533	+43%	+$895K	0.03%	460
2025 Q1	$1.95M	Buy	56,948 +13,180	+30%	+$493K	0.02%	583
2024 Q4	$1.63M	Buy	43,768 +18,558	+74%	+$682K	0.02%	634
2024 Q3	$877K	Buy	25,210 +6,855	+37%	+$227K	0.01%	860
2024 Q2	$604K	Buy	18,355 +6,577	+56%	+$209K	0.01%	975
2024 Q1	$377K	Buy	11,778 +4,562	+63%	+$137K	0.01%	1190
2023 Q4	$204K	Buy	+7,216	New	+$187K	﹤0.01%	1454

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

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

Integrated Wealth Concepts increased its Capital Group Growth ETF (CGGR) stake by 112% in Q2 2026, buying an estimated $8.77M and bringing the position to 366,765 shares worth $17.3M. The position accounts for 0.08% of the portfolio, ranked #229.

Integrated Wealth Concepts first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Integrated Wealth Concepts held 366,765 shares of Capital Group Growth ETF worth $17.3M as of Q2 2026.
Integrated Wealth Concepts bought 194,030 Capital Group Growth ETF shares in Q2 2026, an estimated $8.77M.
Capital Group Growth ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q2 2026, its #229 holding.
Integrated Wealth Concepts first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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