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	8.04%	3
2026 Q1	$59.6M	Buy	2,021,349 +131,005	+7%	+$4.04M	7.42%	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

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

Inspirion Wealth Advisors's CGXU Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Capital Group International Focus Equity ETF (CGXU) stake by 2.1% in Q2 2026, buying an estimated $1.4M and bringing the position to 2,063,378 shares worth $70.2M. The position accounts for 8.04% of the portfolio, ranked #3.

Inspirion Wealth Advisors first reported a position in CGXU in Q2 2022 and has held it in 17 quarters since. 381 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Inspirion Wealth Advisors held 2,063,378 shares of Capital Group International Focus Equity ETF worth $70.2M as of Q2 2026.
Inspirion Wealth Advisors bought 42,029 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $1.4M.
Capital Group International Focus Equity ETF made up 8.04% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Inspirion Wealth Advisors first reported a position in Capital Group International Focus Equity ETF in Q2 2022 and has held it in 17 quarters since.
381 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.