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Capital Group Gbl Growth Eqt shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Capital Group Gbl Growth Eqt

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Gbl Growth Eqt held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Gbl Growth Eqt by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 391k 33.37
2024-12-31 $14M 461k 29.22

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding Capital Group Gbl Growth Eqt

Capital Group Private Client Services
LPL Financial
Raymond James Financial
Envestnet Asset Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Wells Fargo & Company
Forge Financial Services
Commonwealth Equity Services
UBS Group
Jones Financial Companies, L.L
Royal Bank of Canada
Advisor Group Holdings
Bank of America Corporation

View all funds holding Capital Group Gbl Growth Eqt