Investmark Advisory Group’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Investmark Advisory 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	$2.7M	Sell	78,057 -615	-0.8%	-$20.4K	1.03%	31
2026 Q1	$2.32M	Sell	78,672 -1,497	-2%	-$46.1K	0.99%	30
2025 Q4	$2.37M	Sell	80,169 -419	-0.5%	-$12.6K	1.01%	32
2025 Q3	$2.39M	Sell	80,588 -2,437	-3%	-$68.1K	1.04%	32
2025 Q2	$2.25M	Sell	83,025 -25,108	-23%	-$638K	1.06%	29
2025 Q1	$2.65M	Buy	108,133 +2,503	+2%	+$64K	1.31%	23
2024 Q4	$2.61M	Buy	105,630 +1,006	+1%	+$26.2K	1.28%	23
2024 Q3	$2.82M	Buy	104,624 +5,018	+5%	+$131K	1.37%	24
2024 Q2	$2.56M	Buy	99,606 +5,074	+5%	+$131K	1.37%	24
2024 Q1	$2.44M	Buy	94,532 +374	+0.4%	+$9.16K	1.34%	23
2023 Q4	$2.25M	Buy	94,158 +5,293	+6%	+$118K	1.32%	24
2023 Q3	$1.93M	Buy	88,865 +2,658	+3%	+$61.1K	1.31%	25
2023 Q2	$2.03M	Buy	86,207 +3,313	+4%	+$77.2K	1.35%	24
2023 Q1	$1.92M	Buy	82,894 +4,881	+6%	+$109K	1.41%	23
2022 Q4	$1.63M	Buy	78,013 +65,109	+505%	+$1.33M	1.2%	23
2022 Q3	$241K	Buy	+12,904	New	+$267K	0.22%	80

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

Investmark Advisory Group's CGXU Position: Q2 2026 in Review

Investmark Advisory Group reduced its Capital Group International Focus Equity ETF (CGXU) stake by 0.78% in Q2 2026, selling an estimated $20.4K and leaving 78,057 shares worth $2.7M. The position accounts for 1.03% of the portfolio, ranked #31.

Investmark Advisory Group first reported a position in CGXU in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.82M in Q3 2024. 383 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Investmark Advisory Group held 78,057 shares of Capital Group International Focus Equity ETF worth $2.7M as of Q2 2026.
Investmark Advisory Group sold 615 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $20.4K.
Capital Group International Focus Equity ETF made up 1.03% of Investmark Advisory Group's portfolio in Q2 2026, its #31 holding.
Investmark Advisory Group first reported a position in Capital Group International Focus Equity ETF in Q3 2022 and has held it in 16 quarters since.
Investmark Advisory Group's Capital Group International Focus Equity ETF position peaked at $2.82M in Q3 2024.
383 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.