AAS
CGBL icon

Ameritas Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Ameritas Advisory Services’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
Q1 		$425K Buy
12,338
+44
+0.4% +$1.58K 0.02% 637
2025
Q4 		$434K Sell
12,294
-28,073
-70% -$982K 0.02% 622
2025
Q3 		$1.4M Buy
40,367
+6,603
+20% +$225K 0.09% 191
2025
Q2 		$1.13M Sell
33,764
-22,248
-40% -$702K 0.06% 314
2025
Q1 		$1.74M Buy
56,012
+2,146
+4% +$68.1K 0.07% 264
2024
Q4 		$1.68M Sell
53,866
-8,883
-14% -$280K 0.06% 298
2024
Q3 		$1.95M Sell
62,749
-23,404
-27% -$709K 0.08% 239
2024
Q2 		$2.56M Buy
86,153
+72,686
+540% +$2.11M 0.1% 207
2024
Q1 		$380K Buy
+13,467
New +$378K 0.02% 633

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ACM
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Envestnet Asset Management
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return