Summit Investment Advisory Services’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Summit Investment Advisory 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
2026 Q2	$29.3M	Sell	847,237 -3,545	-0.4%	-$118K	7.36%	5
2026 Q1	$25.1M	Buy	850,782 +813,514	+2,183%	+$25.1M	9.32%	4
2025 Q4	$1.1M	Buy	37,268 +68	+0.2%	+$2.05K	0.42%	28
2025 Q3	$1.1M	Buy	37,200 +897	+2%	+$25.1K	0.44%	27
2025 Q2	$985K	Buy	36,303 +11,110	+44%	+$282K	0.43%	26
2025 Q1	$617K	Buy	25,193 +5,458	+28%	+$140K	0.3%	34
2024 Q4	$487K	Buy	19,735 +5,009	+34%	+$130K	0.25%	41
2024 Q3	$397K	Buy	+14,726	New	+$384K	0.21%	43

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

Summit Investment Advisory Services's CGXU Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its Capital Group International Focus Equity ETF (CGXU) stake by 0.42% in Q2 2026, selling an estimated $118K and leaving 847,237 shares worth $29.3M. The position accounts for 7.36% of the portfolio, ranked #5.

Summit Investment Advisory Services first reported a position in CGXU in Q3 2024 and has held it in 8 quarters since. 381 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Summit Investment Advisory Services held 847,237 shares of Capital Group International Focus Equity ETF worth $29.3M as of Q2 2026.
Summit Investment Advisory Services sold 3,545 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $118K.
Capital Group International Focus Equity ETF made up 7.36% of Summit Investment Advisory Services's portfolio in Q2 2026, its #5 holding.
Summit Investment Advisory Services first reported a position in Capital Group International Focus Equity ETF in Q3 2024 and has held it in 8 quarters since.
381 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.