Ameritas Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Ameritas Advisory Services's CGBL Position: Q2 2026 in Review
Ameritas Advisory Services increased its Capital Group Core Balanced ETF (CGBL) stake by 1,114% in Q2 2026, buying an estimated $5.08M and bringing the position to 149,799 shares worth $5.69M. The position accounts for 0.11% of the portfolio, ranked #185.
Ameritas Advisory Services first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Ameritas Advisory Services held 149,799 shares of Capital Group Core Balanced ETF worth $5.69M as of Q2 2026.
- Ameritas Advisory Services bought 137,461 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $5.08M.
- Capital Group Core Balanced ETF made up 0.11% of Ameritas Advisory Services's portfolio in Q2 2026, its #185 holding.
- Ameritas Advisory Services first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.