United Advisor Group’s Capital Group International Focus Equity ETF CGXU Stock Holding History

United Advisor Group’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	$5.76M	Buy	166,454 +2,203	+1%	+$73.2K	0.61%	39
2026 Q1	$4.84M	Buy	164,251 +12,761	+8%	+$393K	0.6%	38
2025 Q4	$4.48M	Buy	151,490 +14,475	+11%	+$435K	0.56%	40
2025 Q3	$4.06M	Buy	137,015 +24,195	+21%	+$676K	0.55%	46
2025 Q2	$3.06M	Buy	112,820 +43,430	+63%	+$1.1M	0.53%	53
2025 Q1	$1.7M	Buy	69,390 +7,495	+12%	+$192K	0.35%	76
2024 Q4	$1.53M	Buy	+61,895	New	+$1.61M	0.3%	80

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

United Advisor Group's CGXU Position: Q2 2026 in Review

United Advisor Group increased its Capital Group International Focus Equity ETF (CGXU) stake by 1.3% in Q2 2026, buying an estimated $73.2K and bringing the position to 166,454 shares worth $5.76M. The position accounts for 0.61% of the portfolio, ranked #39.

United Advisor Group first reported a position in CGXU in Q4 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

United Advisor Group held 166,454 shares of Capital Group International Focus Equity ETF worth $5.76M as of Q2 2026.
United Advisor Group bought 2,203 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $73.2K.
Capital Group International Focus Equity ETF made up 0.61% of United Advisor Group's portfolio in Q2 2026, its #39 holding.
United Advisor Group first reported a position in Capital Group International Focus Equity ETF in Q4 2024 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.