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Atria Wealth Solutions’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Atria Wealth Solutions’s Portfolio CGXU Stock Details CGXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.91M Buy
290,268
+69,289
+31% +$1.76M 0.18% 132
2025
Q1 		$5.41M Sell
220,979
-10,875
-5% -$278K 0.07% 315
2024
Q4 		$5.72M Sell
231,854
-25,954
-10% -$675K 0.06% 323
2024
Q3 		$6.95M Buy
257,808
+11,138
+5% +$290K 0.08% 275
2024
Q2 		$6.35M Buy
246,670
+41,788
+20% +$1.08M 0.07% 288
2024
Q1 		$5.28M Buy
204,882
+6,567
+3% +$161K 0.06% 324
2023
Q4 		$4.73M Buy
198,315
+34,574
+21% +$772K 0.06% 329
2023
Q3 		$3.56M Buy
163,741
+152,914
+1,412% +$3.52M 0.05% 383
2023
Q2 		$255K Sell
10,827
-20,635
-66% -$481K ﹤0.01% 1542
2023
Q1 		$730K Buy
+31,462
New +$703K 0.01% 949

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return