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

Cooper Financial Group’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	$304K	Buy	+7,998	New	+$296K	0.03%	338

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Wealth Enhancement Advisory Services

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Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM