Independent Financial Group’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Independent Financial Group’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	$905K	Sell	26,139 -10,904	-29%	-$362K	0.02%	734
2026 Q1	$1.09M	Buy	37,043 +1,131	+3%	+$34.9K	0.02%	599
2025 Q4	$1.06M	Buy	35,912 +5,289	+17%	+$159K	0.02%	597
2025 Q3	$907K	Buy	30,623 +21,994	+255%	+$615K	0.02%	627
2025 Q2	$234K	Buy	+8,629	New	+$219K	0.01%	1147

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

Independent Financial Group's CGXU Position: Q2 2026 in Review

Independent Financial Group reduced its Capital Group International Focus Equity ETF (CGXU) stake by 29% in Q2 2026, selling an estimated $362K and leaving 26,139 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #734.

Independent Financial Group first reported a position in CGXU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2026. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Independent Financial Group held 26,139 shares of Capital Group International Focus Equity ETF worth $905K as of Q2 2026.
Independent Financial Group sold 10,904 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $362K.
Capital Group International Focus Equity ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #734 holding.
Independent Financial Group first reported a position in Capital Group International Focus Equity ETF in Q2 2025 and has held it in 5 quarters since.
Independent Financial Group's Capital Group International Focus Equity ETF position peaked at $1.09M in Q1 2026.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.