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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Octavia Wealth Advisors's CGXU Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Capital Group International Focus Equity ETF (CGXU) stake by 2.2% in Q2 2026, selling an estimated $8.77K and leaving 11,641 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #145.

Octavia Wealth Advisors first reported a position in CGXU in Q4 2023 and has held it in 11 quarters since. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

  • Octavia Wealth Advisors held 11,641 shares of Capital Group International Focus Equity ETF worth $408K as of Q2 2026.
  • Octavia Wealth Advisors sold 264 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $8.77K.
  • Capital Group International Focus Equity ETF made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • Octavia Wealth Advisors first reported a position in Capital Group International Focus Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.