Ausdal Financial Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Ausdal Financial Partners’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	$2.63M	Buy	69,174 +15,566	+29%	+$575K	0.1%	205
2026 Q1	$1.84M	Buy	53,608 +6,826	+15%	+$244K	0.08%	239
2025 Q4	$1.65M	Buy	46,782 +16,266	+53%	+$569K	0.08%	261
2025 Q3	$1.06M	Buy	30,516 +16,851	+123%	+$574K	0.05%	354
2025 Q2	$457K	Buy	13,665 +2,047	+18%	+$64.6K	0.03%	446
2025 Q1	$360K	Buy	+11,618	New	+$369K	0.03%	460

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

Ausdal Financial Partners's CGBL Position: Q2 2026 in Review

Ausdal Financial Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 29% in Q2 2026, buying an estimated $575K and bringing the position to 69,174 shares worth $2.63M. The position accounts for 0.1% of the portfolio, ranked #205.

Ausdal Financial Partners first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Ausdal Financial Partners held 69,174 shares of Capital Group Core Balanced ETF worth $2.63M as of Q2 2026.
Ausdal Financial Partners bought 15,566 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $575K.
Capital Group Core Balanced ETF made up 0.1% of Ausdal Financial Partners's portfolio in Q2 2026, its #205 holding.
Ausdal Financial Partners first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.