SFS
CGIC

Sowell Financial Services’s Capital Group International Core Equity ETF CGIC Stock Holding History

Sowell Financial Services’s Portfolio CGIC Stock Details CGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
28,651
+3,463
+14% +$124K 0.03% 454
2026
Q1 		$834K Buy
25,188
+3,403
+16% +$116K 0.03% 485
2025
Q4 		$708K Buy
+21,785
New +$687K 0.03% 533

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sowell Financial Services's CGIC Position: Q2 2026 in Review

Sowell Financial Services increased its Capital Group International Core Equity ETF (CGIC) stake by 14% in Q2 2026, buying an estimated $124K and bringing the position to 28,651 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #454.

Sowell Financial Services first reported a position in CGIC in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

  • Sowell Financial Services held 28,651 shares of Capital Group International Core Equity ETF worth $1.04M as of Q2 2026.
  • Sowell Financial Services bought 3,463 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $124K.
  • Capital Group International Core Equity ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #454 holding.
  • Sowell Financial Services first reported a position in Capital Group International Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.