Financial Advocates Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-34,722	Closed	-$1.16M	–	166
2025 Q2	$1.16M	Sell	34,722 -3,234	-9%	-$102K	0.09%	207
2025 Q1	$1.18M	Buy	37,956 +22,722	+149%	+$721K	0.08%	247
2024 Q4	$476K	Buy	15,234 +440	+3%	+$13.9K	0.03%	461
2024 Q3	$459K	Buy	14,794 +2,677	+22%	+$81K	0.03%	477
2024 Q2	$360K	Buy	12,117 +137	+1%	+$3.98K	0.02%	528
2024 Q1	$349K	Buy	+11,980	New	+$336K	0.02%	541

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Financial Advocates Investment Management's CGBL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Capital Group Core Balanced ETF (CGBL) in Q3 2025, closing a stake of 34,722 shares — an estimated $1.16M sold.

Financial Advocates Investment Management first reported a position in CGBL in Q1 2024 and held it in 6 quarters. The position peaked at $1.18M in Q1 2025. 255 funds tracked by Wall St. Rank hold CGBL as of Q3 2025.

Financial Advocates Investment Management reported no remaining Capital Group Core Balanced ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 34,722 Capital Group Core Balanced ETF shares in Q3 2025, an estimated $1.16M.
Financial Advocates Investment Management first reported a position in Capital Group Core Balanced ETF in Q1 2024 and held it in 6 quarters.
Financial Advocates Investment Management's Capital Group Core Balanced ETF position peaked at $1.18M in Q1 2025.
255 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.