Advisor Resource Council’s Capital Group Core Balanced ETF CGBL Stock Holding History

Advisor Resource Council’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$925K	Buy	24,364 +6,391	+36%	+$236K	0.26%	81
2026 Q1	$618K	Sell	17,973 -5,931	-25%	-$212K	0.2%	103
2025 Q4	$855K	Buy	23,904 +15,530	+185%	+$543K	0.3%	73
2025 Q3	$291K	Buy	8,374 +1,841	+28%	+$62.7K	0.39%	31
2025 Q2	$218K	Sell	6,533 -158,290	-96%	-$4.99M	0.09%	167
2025 Q1	$5.11M	Buy	+164,823	New	+$5.23M	0.41%	59

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisor Resource Council's CGBL Position: Q2 2026 in Review

Advisor Resource Council increased its Capital Group Core Balanced ETF (CGBL) stake by 36% in Q2 2026, buying an estimated $236K and bringing the position to 24,364 shares worth $925K. The position accounts for 0.26% of the portfolio, ranked #81.

Advisor Resource Council first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.11M in Q1 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Advisor Resource Council held 24,364 shares of Capital Group Core Balanced ETF worth $925K as of Q2 2026.
Advisor Resource Council bought 6,391 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $236K.
Capital Group Core Balanced ETF made up 0.26% of Advisor Resource Council's portfolio in Q2 2026, its #81 holding.
Advisor Resource Council first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
Advisor Resource Council's Capital Group Core Balanced ETF position peaked at $5.11M in Q1 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.