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Cyndeo Wealth Partners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Cyndeo Wealth 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
Q1 		$3.32M Buy
112,594
+2,756
+3% +$85K 0.17% 131
2025
Q4 		$3.25M Sell
109,838
-21,785
-17% -$655K 0.18% 124
2025
Q3 		$3.9M Buy
131,623
+3,185
+2% +$89K 0.22% 111
2025
Q2 		$3.48M Buy
128,438
+2,934
+2% +$74.6K 0.21% 122
2025
Q1 		$3.07M Sell
125,504
-11,223
-8% -$287K 0.2% 126
2024
Q4 		$3.37M Buy
136,727
+637
+0.5% +$16.6K 0.23% 115
2024
Q3 		$3.67M Buy
136,090
+8,740
+7% +$228K 0.26% 112
2024
Q2 		$3.28M Buy
127,350
+86,469
+212% +$2.23M 0.26% 113
2024
Q1 		$1.05M Buy
+40,881
New +$1M 0.09% 193

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return