IWA
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Inspirion Wealth Advisors’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Inspirion Wealth Advisors’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 		$70.2M Buy
2,063,378
+42,029
+2% +$1.4M 8.05% 3
2026
Q1 		$59.6M Buy
2,021,349
+131,005
+7% +$4.04M 7.43% 3
2025
Q4 		$55.9M Buy
1,890,344
+525,838
+39% +$15.8M 6.84% 4
2025
Q3 		$36.8M Sell
1,364,506
-151,245
-10% -$4.23M 5.15% 7
2025
Q2 		$41.1M Buy
1,515,751
+10,449
+0.7% +$266K 5.44% 6
2025
Q1 		$36.8M Buy
1,505,302
+67,950
+5% +$1.74M 5.12% 7
2024
Q4 		$36M Buy
1,437,352
+72,846
+5% +$1.9M 5.02% 7
2024
Q3 		$36.8M Buy
1,364,506
+502,075
+58% +$13.1M 5.15% 7
2024
Q2 		$22.2M Buy
862,431
+45,169
+6% +$1.17M 3.39% 10
2024
Q1 		$21.1M Buy
817,262
+40,552
+5% +$993K 3.48% 11
2023
Q4 		$18.3M Buy
776,710
+40,189
+5% +$898K 3.29% 12
2023
Q3 		$16M Buy
736,521
+67,311
+10% +$1.55M 3.12% 12
2023
Q2 		$15.7M Buy
669,210
+75,512
+13% +$1.76M 3.02% 12
2023
Q1 		$13.8M Buy
593,698
+360,334
+154% +$8.06M 2.76% 13
2022
Q4 		$4.86M Buy
233,364
+46,546
+25% +$953K 1.03% 21
2022
Q3 		$3.5M Buy
186,818
+59,399
+47% +$1.23M 0.79% 26
2022
Q2 		$2.63M Buy
+127,419
New +$2.85M 0.58% 28

Other funds holding CGXU

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return