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

Creative Planning’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
Q3 		– Sell
-7,649
Closed -$208K – 3930
2025
Q2 		$208K Sell
7,649
-1,073
-12% -$27.3K ﹤0.01% 3192
2025
Q1 		$214K Buy
+8,722
New +$223K ﹤0.01% 3011

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Creative Planning's CGXU Position: Q3 2025 in Review

Creative Planning sold out of Capital Group International Focus Equity ETF (CGXU) in Q3 2025, closing a stake of 7,649 shares — an estimated $208K sold.

Creative Planning first reported a position in CGXU in Q1 2025 and held it in 2 quarters. The position peaked at $214K in Q1 2025. 300 funds tracked by Wall St. Rank hold CGXU as of Q3 2025.

  • Creative Planning reported no remaining Capital Group International Focus Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 7,649 Capital Group International Focus Equity ETF shares in Q3 2025, an estimated $208K.
  • Creative Planning first reported a position in Capital Group International Focus Equity ETF in Q1 2025 and held it in 2 quarters.
  • Creative Planning's Capital Group International Focus Equity ETF position peaked at $214K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.