HighTower Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

HighTower Advisors’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	$9.19M	Buy	242,078 +15,055	+7%	+$556K	0.01%	971
2026 Q1	$7.81M	Buy	227,023 +16,621	+8%	+$595K	0.01%	990
2025 Q4	$7.43M	Buy	210,402 +7,656	+4%	+$268K	0.01%	997
2025 Q3	$7.04M	Buy	202,746 +18,332	+10%	+$625K	0.01%	999
2025 Q2	$6.17M	Buy	184,414 +14,722	+9%	+$464K	0.01%	1007
2025 Q1	$5.26M	Buy	169,692 +51,824	+44%	+$1.64M	0.01%	1027
2024 Q4	$3.69M	Buy	117,868 +22,740	+24%	+$718K	0.01%	1190
2024 Q3	$2.96M	Buy	95,128 +15,617	+20%	+$473K	﹤0.01%	1291
2024 Q2	$2.37M	Sell	79,511 -956	-1%	-$27.8K	﹤0.01%	1356
2024 Q1	$2.33M	Buy	+80,467	New	+$2.26M	﹤0.01%	1348

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

HighTower Advisors's CGBL Position: Q2 2026 in Review

HighTower Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 6.6% in Q2 2026, buying an estimated $556K and bringing the position to 242,078 shares worth $9.19M. The position accounts for 0.01% of the portfolio, ranked #971.

HighTower Advisors first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

HighTower Advisors held 242,078 shares of Capital Group Core Balanced ETF worth $9.19M as of Q2 2026.
HighTower Advisors bought 15,055 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $556K.
Capital Group Core Balanced ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #971 holding.
HighTower Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.