Aptus Capital Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-58,336	Closed	-$1.7M	–	1167
2024 Q1	$1.7M	Buy	58,336 +13,730	+31%	+$400K	0.03%	313
2023 Q4	$1.22M	Buy	+44,606	New	+$1.22M	0.03%	263