Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Capital Group International Equity ETF CGIE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CGIE Stock Details CGIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.61M	Buy	152,916 +14,795	+11%	+$532K	0.01%	943
2026 Q1	$4.72M	Sell	138,121 -78,186	-36%	-$2.78M	0.01%	927
2025 Q4	$7.77M	Sell	216,307 -7,193	-3%	-$247K	0.01%	798
2025 Q3	$7.66M	Buy	223,500 +27,007	+14%	+$891K	0.01%	757
2025 Q2	$6.44M	Sell	196,493 -1,599	-0.8%	-$49.7K	0.01%	797
2025 Q1	$5.81M	Sell	198,092 -3,110	-2%	-$90.6K	0.01%	775
2024 Q4	$5.54M	Buy	+201,202	New	+$5.8M	0.01%	763

Other funds holding CGIE

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return