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Sowell Financial Services’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Sowell Financial Services’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
2025
Q4 		– Sell
-11,497
Closed -$341K – 1119
2025
Q3 		$341K Buy
11,497
+1,500
+15% +$41.9K 0.01% 771
2025
Q2 		$271K Buy
+9,997
New +$254K 0.01% 830

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Sowell Financial Services's CGXU Position: Q4 2025 in Review

Sowell Financial Services sold out of Capital Group International Focus Equity ETF (CGXU) in Q4 2025, closing a stake of 11,497 shares — an estimated $341K sold.

Sowell Financial Services first reported a position in CGXU in Q2 2025 and held it in 2 quarters. The position peaked at $341K in Q3 2025. 335 funds tracked by Wall St. Rank hold CGXU as of Q4 2025.

  • Sowell Financial Services reported no remaining Capital Group International Focus Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 11,497 Capital Group International Focus Equity ETF shares in Q4 2025, an estimated $341K.
  • Sowell Financial Services first reported a position in Capital Group International Focus Equity ETF in Q2 2025 and held it in 2 quarters.
  • Sowell Financial Services's Capital Group International Focus Equity ETF position peaked at $341K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.