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

Winch 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 Q1	$27.2K	Hold	922	–	–	0.01%	227
2025 Q4	$27.3K	Buy	922 +19	+2%	+$572	0.01%	224
2025 Q3	$26.7K	Buy	903 +5	+0.6%	+$140	0.01%	216
2025 Q2	$24.4K	Hold	898	–	–	0.01%	221
2025 Q1	$22K	Hold	898	–	–	0.01%	219
2024 Q4	$22.2K	Buy	898 +2	+0.2%	+$52	0.01%	219
2024 Q3	$24.2K	Buy	896 +2	+0.2%	+$52	0.01%	204
2024 Q2	$23K	Hold	894	–	–	0.01%	201
2024 Q1	$23K	Hold	894	–	–	0.01%	201
2023 Q4	$21.3K	Buy	894 +440	+97%	+$9.83K	0.01%	202
2023 Q3	$10K	Hold	454	–	–	﹤0.01%	249
2023 Q2	$11K	Hold	454	–	–	﹤0.01%	242
2023 Q1	$11K	Buy	+454	New	+$10.2K	﹤0.01%	238

Other funds holding CGXU

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return