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American Capital Wld Grth & In shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of American Capital Wld Grth & In (CWGIX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in American Capital Wld Grth & In

Tip: Access up to 7 years of quarterly data

All positions including American Capital Wld Grth & In held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Capital Wld Grth & In by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $33k 467 70.33
2025-03-31 $28k 444 63.25
2024-03-31 $44k 731 60.11
2023-12-31 $44k 731 60.11
2023-09-30 $22k 330 65.13

More positions owned by Financial Gravity Wealth

Ishares Core International Aggregate Bond Etf Uit Exchange Traded (IAGG)
Xtrackers Usd High Yieldcorporate Bond Etf Uit Exchange Traded (HYLB)
Ishares 0-5 Year High Yield Corporate Bond Etf Uit Exchange Traded (SHYG)
State Street Spdr Portfolio S&p 600 Small Cap Etf Uit Exchange Traded (SPSM)
Wisdomtree U.s. Largecapfund Uit Exchange Traded (EPS)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Xtrackers Low Beta High Yield Bond Etf Uit Exchange Traded (HYDW)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Uit Exchange Traded (SPIB)
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD)
State Street Spdr Portfolio S&p 500 Growthetf Uit Exchange Traded (SPYG)
Vanguard Emerging Markets Government Bond Index Fund Etf Shares Uit Exchange Traded (VWOB)
State Street Spdr Portfolio Emerging Markets Etf Uit Exchange Traded (SPEM)
State Street Spdr Portfolio S&p 500 High Dividend Etf Uit Exchange Traded (SPYD)
State Street Spdr Portfolio Corporate Bondetf Uit Exchange Traded (SPBO)
State Street Spdr Portfolio S&p 500 Value Etf Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding American Capital Wld Grth & In

Beck Mack & Oliver
Coston, McIsaac & Partners
Westside Investment Management
Motiv8 Investments
Financial Gravity Wealth
McIlrath & Eck

View all funds holding American Capital Wld Grth & In