National Wealth Management Group’s Capital Group International Focus Equity ETF CGXU Stock Holding History

National Wealth Management 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	$1.19M	Buy	34,386 +16,940	+97%	+$563K	0.37%	66
2026 Q1	$514K	Buy	17,446 +6,688	+62%	+$206K	0.19%	107
2025 Q4	$318K	Buy	10,758 +3,446	+47%	+$104K	0.11%	178
2025 Q3	$217K	Buy	+7,312	New	+$204K	0.08%	219
2024 Q4	–	Sell	-202,438	Closed	-$5.46M	–	153
2024 Q3	$5.46M	Buy	202,438 +8,515	+4%	+$222K	3.7%	5
2024 Q2	$4.99M	Sell	193,923 -1,038	-0.5%	-$26.8K	3.8%	4
2024 Q1	$5.03M	Buy	194,961 +171,226	+721%	+$4.19M	3.91%	3
2023 Q4	$567K	Buy	+23,735	New	+$530K	0.55%	49

Other funds holding CGXU

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM