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Investment Planning Advisors’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Investment Planning 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 		$504K Sell
14,563
-156
-1% -$5.18K 0.12% 65
2026
Q1 		$434K Buy
14,719
+87
+0.6% +$2.68K 0.12% 66
2025
Q4 		$432K Buy
+14,632
New +$440K 0.13% 64
2025
Q2 		– Sell
-16,709
Closed -$409K – 80
2025
Q1 		$409K Buy
+16,709
New +$427K 0.17% 54

Other funds holding CGXU

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
HFS
Hopwood Financial Services Reston, Virginia $173M AUM 23.42% 1-Year Est. Return

Investment Planning Advisors's CGXU Position: Q2 2026 in Review

Investment Planning Advisors reduced its Capital Group International Focus Equity ETF (CGXU) stake by 1.1% in Q2 2026, selling an estimated $5.18K and leaving 14,563 shares worth $504K. The position accounts for 0.12% of the portfolio, ranked #65.

Investment Planning Advisors first reported a position in CGXU in Q1 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

  • Investment Planning Advisors held 14,563 shares of Capital Group International Focus Equity ETF worth $504K as of Q2 2026.
  • Investment Planning Advisors sold 156 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $5.18K.
  • Capital Group International Focus Equity ETF made up 0.12% of Investment Planning Advisors's portfolio in Q2 2026, its #65 holding.
  • Investment Planning Advisors first reported a position in Capital Group International Focus Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.