Waverly Advisors, LLC
Position in CGXU — Capital Group International Focus Equity ETF
CIK 1568787
BIRMINGHAM, AL
Position in CGXU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$469,724
+$266,982 QoQ
Shares Held
13,568
+97.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 112 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGXU Over Time
Shares Held
Position Value (USD)
All Filings in CGXU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,724 | 13,568 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $202,742 | 6,861 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $288,824 | 9,751 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $264,544 | 9,751 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $272,193 | 11,119 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $248,574 | 10,076 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||