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

Strata 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	$22.8M	Buy	659,184 +31,533	+5%	+$1.05M	5.57%	5
2026 Q1	$18.5M	Buy	627,651 +95,331	+18%	+$2.94M	5.08%	5
2025 Q4	$15.7M	Buy	532,320 +21,647	+4%	+$651K	4.38%	5
2025 Q3	$15.1M	Sell	510,673 -7,338	-1%	-$205K	3.99%	6
2025 Q2	$14.1M	Buy	518,011 +58,318	+13%	+$1.48M	3.87%	7
2025 Q1	$11.3M	Buy	459,693 +370,499	+415%	+$9.47M	3.5%	7
2024 Q4	$2.2M	Buy	+89,194	New	+$2.32M	0.69%	22

Other funds holding CGXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Strata Wealth Advisors increased its Capital Group International Focus Equity ETF (CGXU) stake by 5% in Q2 2026, buying an estimated $1.05M and bringing the position to 659,184 shares worth $22.8M. The position accounts for 5.57% of the portfolio, ranked #5.

Strata Wealth Advisors first reported a position in CGXU in Q4 2024 and has held it in 7 quarters since. 381 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Strata Wealth Advisors held 659,184 shares of Capital Group International Focus Equity ETF worth $22.8M as of Q2 2026.
Strata Wealth Advisors bought 31,533 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $1.05M.
Capital Group International Focus Equity ETF made up 5.57% of Strata Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Strata Wealth Advisors first reported a position in Capital Group International Focus Equity ETF in Q4 2024 and has held it in 7 quarters since.
381 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.