Integrated Wealth Concepts LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1737109
WALTHAM, MA
Position in CGDG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,394,445
+$11,929,129 QoQ
Shares Held
597,026
+104.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#16
of 84 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,394,445 | 597,026 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,465,316 | 291,513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,916,321 | 222,119 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,466,383 | 186,620 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,876,104 | 85,522 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,339,082 | 43,336 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $805,644 | 27,181 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||