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

Octavia 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
Q2 		$408K Sell
11,641
-264
-2% -$8.77K 0.04% 145
2026
Q1 		$351K Buy
11,905
+1,071
+10% +$33K 0.03% 167
2025
Q4 		$320K Buy
10,834
+102
+1% +$3.07K 0.03% 182
2025
Q3 		$318K Buy
10,732
+200
+2% +$5.59K 0.03% 188
2025
Q2 		$289K Buy
10,532
+169
+2% +$4.29K 0.03% 166
2025
Q1 		$254K Sell
10,363
-1,043
-9% -$26.7K 0.03% 186
2024
Q4 		$281K Buy
11,406
+163
+1% +$4.24K 0.03% 178
2024
Q3 		$303K Buy
11,243
+149
+1% +$3.88K 0.04% 162
2024
Q2 		$287K Buy
11,094
+836
+8% +$21.6K 0.04% 169
2024
Q1 		$264K Sell
10,258
-280
-3% -$6.86K 0.04% 183
2023
Q4 		$252K Buy
+10,538
New +$235K 0.04% 190

Other funds holding CGXU

IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM