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

Creative Financial Designs’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	$214K	Buy	5,636 +1,630	+41%	+$60.2K	0.01%	593
2026 Q1	$138K	Buy	4,006 +1,700	+74%	+$60.9K	0.01%	609
2025 Q4	$81.5K	Buy	2,306 +1,006	+77%	+$35.2K	0.01%	708
2025 Q3	$45.1K	Hold	1,300	–	–	﹤0.01%	882
2025 Q2	$43.5K	Hold	1,300	–	–	﹤0.01%	911
2025 Q1	$40.3K	Hold	1,300	–	–	﹤0.01%	893
2024 Q4	$40.7K	Buy	+1,300	New	+$41K	﹤0.01%	860

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

Creative Financial Designs's CGBL Position: Q2 2026 in Review

Creative Financial Designs increased its Capital Group Core Balanced ETF (CGBL) stake by 41% in Q2 2026, buying an estimated $60.2K and bringing the position to 5,636 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #593.

Creative Financial Designs first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Creative Financial Designs held 5,636 shares of Capital Group Core Balanced ETF worth $214K as of Q2 2026.
Creative Financial Designs bought 1,630 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $60.2K.
Capital Group Core Balanced ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #593 holding.
Creative Financial Designs first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.