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

Kingswood 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
Q1 		– Sell
-7,015
Closed -$207K – 935
2025
Q4 		$207K Buy
+7,015
New +$211K 0.01% 816

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Royal Bank of Canada
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Kingswood Wealth Advisors's CGXU Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Capital Group International Focus Equity ETF (CGXU) in Q1 2026, closing a stake of 7,015 shares — an estimated $207K sold.

Kingswood Wealth Advisors first reported a position in CGXU in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 348 funds tracked by Wall St. Rank hold CGXU as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Capital Group International Focus Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,015 Capital Group International Focus Equity ETF shares in Q1 2026, an estimated $207K.
  • Kingswood Wealth Advisors first reported a position in Capital Group International Focus Equity ETF in Q4 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Capital Group International Focus Equity ETF position peaked at $207K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.