CAPITAL FINANCIAL GROUP INC\CO\ /ADV GIGB β€” GOLDMAN SACHS ETF TR

Ownership history in CAPITAL FINANCIAL GROUP INC\CO\ /ADV  Β·  2 quarters on record

AI Ownership Summary

CAPITAL FINANCIAL GROUP INC\CO\ /ADV reported GOLDMAN SACHS ETF TR (GIGB) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 2.22% in 2026 Q1. The latest visible filing shows GIGB at 2.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GIGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL FINANCIAL GROUP INC\CO\ /ADV's position in GOLDMAN SACHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GIGB was reported at 2.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAPITAL FINANCIAL GROUP INC\CO\ /ADV held GIGB β€” position size vs. price
% of Fund (quarterly)    GIGB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 88,377 +4,192 +5.0% 2.22% $4.0M 2026-04-27 $45.62
2025 Q4 INITIATED β€” β€” β€” 84,185 β€” β€” 2.17% $3.9M 2026-02-17 $46.11

🏒 Other funds also holding GIGB

As of 2026 Q2 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.07%

FAQ About CAPITAL FINANCIAL GROUP INC\CO\ /ADV and GIGB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL FINANCIAL GROUP INC\CO\ /ADV reported owning GIGB?

CAPITAL FINANCIAL GROUP INC\CO\ /ADV reported GIGB across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported GIGB position in CAPITAL FINANCIAL GROUP INC\CO\ /ADV's portfolio?

The largest reported portfolio weight for GIGB was 2.22% in 2026 Q1.

What is the latest reported GIGB position on this page?

The most recent filing on this page is 2026 Q1, when CAPITAL FINANCIAL GROUP INC\CO\ /ADV reported 88,377 shares, equal to 2.22% of portfolio, with an estimated market value of $4.0M.

What does the chart on this GIGB ownership page compare?

The chart compares CAPITAL FINANCIAL GROUP INC\CO\ /ADV's quarterly GIGB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CAPITAL FINANCIAL GROUP INC\CO\ /ADV Holdings