Dynamic Advisor Solutions’s Capital Group Core Balanced ETF CGBL Stock Holding History

Dynamic Advisor Solutions’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	$260K	Sell	6,840 -339	-5%	-$12.5K	0.01%	914
2026 Q1	$247K	Buy	7,179 +1,180	+20%	+$42.3K	0.01%	866
2025 Q4	$212K	Sell	5,999 -2,046	-25%	-$71.6K	0.01%	887
2025 Q3	$279K	Sell	8,045 -62	-0.8%	-$2.11K	0.01%	794
2025 Q2	$271K	Sell	8,107 -300	-4%	-$9.46K	0.01%	775
2025 Q1	$260K	Buy	8,407 +623	+8%	+$19.8K	0.01%	756
2024 Q4	$243K	Sell	7,784 -289	-4%	-$9.12K	0.01%	577
2024 Q3	$251K	Sell	8,073 -342	-4%	-$10.4K	0.01%	819
2024 Q2	$250K	Buy	+8,415	New	+$244K	0.01%	823

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

Dynamic Advisor Solutions's CGBL Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Core Balanced ETF (CGBL) stake by 4.7% in Q2 2026, selling an estimated $12.5K and leaving 6,840 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #914.

Dynamic Advisor Solutions first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. The position peaked at $279K in Q3 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Dynamic Advisor Solutions held 6,840 shares of Capital Group Core Balanced ETF worth $260K as of Q2 2026.
Dynamic Advisor Solutions sold 339 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $12.5K.
Capital Group Core Balanced ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #914 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's Capital Group Core Balanced ETF position peaked at $279K in Q3 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.