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

Olistico Wealth’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	$4.46M	Buy	128,717 +9,696	+8%	+$322K	1.91%	10
2026 Q1	$3.51M	Buy	119,021 +442	+0.4%	+$13.6K	1.73%	11
2025 Q4	$3.5M	Sell	118,579 -15,032	-11%	-$452K	1.71%	13
2025 Q3	$3.96M	Buy	133,611 +6,410	+5%	+$179K	2.09%	10
2025 Q2	$3.45M	Buy	127,201 +38,754	+44%	+$985K	1.92%	11
2025 Q1	$2.17M	Buy	88,447 +10,974	+14%	+$281K	1.34%	17
2024 Q4	$1.91M	Buy	77,473 +11,115	+17%	+$289K	1.11%	20
2024 Q3	$1.79M	Buy	66,358 +5,346	+9%	+$139K	1.09%	21
2024 Q2	$1.57M	Buy	61,012 +5,955	+11%	+$154K	1%	23
2024 Q1	$1.42M	Buy	55,057 +3,918	+8%	+$96K	1.02%	23
2023 Q4	$1.22M	Sell	51,139 -6,885	-12%	-$154K	0.95%	28
2023 Q3	$1.26M	Buy	58,024 +2,567	+5%	+$59K	1.13%	21
2023 Q2	$1.3M	Buy	+55,457	New	+$1.29M	1.12%	20

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

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return