Avantax Planning Partners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Avantax Planning Partners’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
2026 Q2	$237K	Hold	6,844	–	–	0.01%	411
2026 Q1	$202K	Hold	6,844	–	–	0.01%	423
2025 Q4	$202K	Hold	6,844	–	–	0.01%	428
2025 Q3	$203K	Buy	+6,844	New	+$191K	0.01%	423
2024 Q4	–	Sell	-8,110	Closed	-$219K	–	438
2024 Q3	$219K	Sell	8,110 -10,176	-56%	-$265K	0.01%	406
2024 Q2	$470K	Buy	18,286 +2,344	+15%	+$60.5K	0.02%	295
2024 Q1	$411K	Buy	+15,942	New	+$391K	0.01%	312

Other funds holding CGXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Avantax Planning Partners's CGXU Position: Q2 2026 in Review

Avantax Planning Partners held its Capital Group International Focus Equity ETF (CGXU) position steady in Q2 2026 at 6,844 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #411.

Avantax Planning Partners first reported a position in CGXU in Q1 2024 and has held it in 7 quarters since. The position peaked at $470K in Q2 2024. 381 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Avantax Planning Partners held 6,844 shares of Capital Group International Focus Equity ETF worth $237K as of Q2 2026.
Avantax Planning Partners left its Capital Group International Focus Equity ETF share count unchanged in Q2 2026.
Capital Group International Focus Equity ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #411 holding.
Avantax Planning Partners first reported a position in Capital Group International Focus Equity ETF in Q1 2024 and has held it in 7 quarters since.
Avantax Planning Partners's Capital Group International Focus Equity ETF position peaked at $470K in Q2 2024.
381 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.