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

Capital Investment 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 Q2	$1.35M	Buy	35,693 +5,219	+17%	+$193K	0.08%	244
2026 Q1	$1.05M	Buy	30,474 +9,448	+45%	+$338K	0.08%	248
2025 Q4	$743K	Buy	21,026 +8,183	+64%	+$286K	0.05%	306
2025 Q3	$446K	Buy	12,843 +3,667	+40%	+$125K	0.04%	388
2025 Q2	$307K	Buy	9,176 +1,575	+21%	+$49.7K	0.03%	448
2025 Q1	$235K	Buy	+7,601	New	+$241K	0.02%	500

Other funds holding CGBL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Capital Investment Advisory Services's CGBL Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Capital Group Core Balanced ETF (CGBL) stake by 17% in Q2 2026, buying an estimated $193K and bringing the position to 35,693 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #244.

Capital Investment Advisory Services first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Capital Investment Advisory Services held 35,693 shares of Capital Group Core Balanced ETF worth $1.35M as of Q2 2026.
Capital Investment Advisory Services bought 5,219 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $193K.
Capital Group Core Balanced ETF made up 0.08% of Capital Investment Advisory Services's portfolio in Q2 2026, its #244 holding.
Capital Investment Advisory Services first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
181 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.