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

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

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return