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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Integrated Wealth Concepts's CGGR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Capital Group Growth ETF (CGGR) stake by 27% in Q1 2026, buying an estimated $1.57M and bringing the position to 172,735 shares worth $6.94M. The position accounts for 0.06% of the portfolio, ranked #326.

Integrated Wealth Concepts first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Integrated Wealth Concepts held 172,735 shares of Capital Group Growth ETF worth $6.94M as of Q1 2026.
Integrated Wealth Concepts bought 36,389 Capital Group Growth ETF shares in Q1 2026, an estimated $1.57M.
Capital Group Growth ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #326 holding.
Integrated Wealth Concepts first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.