NFP Retirement Inc’s Capital Group International Focus Equity ETF CGXU Stock Holding History

NFP Retirement Inc’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	$948K	Sell	27,387 -3,091	-10%	-$103K	0.05%	148
2026 Q1	$899K	Buy	30,478 +540	+2%	+$16.6K	0.05%	149
2025 Q4	$885K	Sell	29,938 -170	-0.6%	-$5.11K	0.05%	144
2025 Q3	$892K	Sell	30,108 -20,915	-41%	-$584K	0.06%	141
2025 Q2	$1.38M	Sell	51,023 -801	-2%	-$20.4K	0.09%	116
2025 Q1	$1.27M	Sell	51,824 -3,681	-7%	-$94.1K	0.1%	102
2024 Q4	$1.37M	Buy	55,505 +2,503	+5%	+$65.1K	0.11%	99
2024 Q3	$1.43M	Buy	53,002 +20,366	+62%	+$531K	0.12%	101
2024 Q2	$839K	Buy	32,636 +9,706	+42%	+$251K	0.07%	133
2024 Q1	$591K	Buy	22,930 +12,935	+129%	+$317K	0.05%	166
2023 Q4	$239K	Buy	+9,995	New	+$223K	0.04%	216

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

NFP Retirement Inc's CGXU Position: Q2 2026 in Review

NFP Retirement Inc reduced its Capital Group International Focus Equity ETF (CGXU) stake by 10% in Q2 2026, selling an estimated $103K and leaving 27,387 shares worth $948K. The position accounts for 0.05% of the portfolio, ranked #148.

NFP Retirement Inc first reported a position in CGXU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q3 2024. 381 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

NFP Retirement Inc held 27,387 shares of Capital Group International Focus Equity ETF worth $948K as of Q2 2026.
NFP Retirement Inc sold 3,091 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $103K.
Capital Group International Focus Equity ETF made up 0.05% of NFP Retirement Inc's portfolio in Q2 2026, its #148 holding.
NFP Retirement Inc first reported a position in Capital Group International Focus Equity ETF in Q4 2023 and has held it in 11 quarters since.
NFP Retirement Inc's Capital Group International Focus Equity ETF position peaked at $1.43M in Q3 2024.
381 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.