Avantax Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
Avantax Advisory Services's CGBL Position: Q2 2025 in Review
Avantax Advisory Services increased its Capital Group Core Balanced ETF (CGBL) stake by 38% in Q2 2025, buying an estimated $510K and bringing the position to 58,702 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #808.
Avantax Advisory Services first reported a position in CGBL in Q4 2023 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold CGBL as of Q2 2025.
- Avantax Advisory Services held 58,702 shares of Capital Group Core Balanced ETF worth $1.96M as of Q2 2025.
- Avantax Advisory Services bought 16,172 Capital Group Core Balanced ETF shares in Q2 2025, an estimated $510K.
- Capital Group Core Balanced ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #808 holding.
- Avantax Advisory Services first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 7 quarters since.
- 243 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.