B. Riley Wealth 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
2025 Q2	$12.8M	Buy	+384,074	New	+$12.8M	0.6%	28
2024 Q4	$1.95M	Buy	62,511 +33,178	+113%	+$1.04M	0.06%	285
2024 Q3	$910K	Buy	+29,333	New	+$910K	0.03%	524