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Independent Advisor Alliance’s Capital Group Core Balanced ETF CGBL Stock Holding History

Independent Advisor Alliance’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 		– Sell
-216,544
Closed -$7.45M – 1118
2026
Q1 		$7.45M Buy
+216,544
New +$7.75M 0.08% 225
2025
Q1 		– Sell
-60,677
Closed -$1.9M – 880
2024
Q4 		$1.9M Buy
+60,677
New +$1.91M 0.03% 524

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Advisor Alliance's CGBL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group Core Balanced ETF (CGBL) in Q2 2026, closing a stake of 216,544 shares — an estimated $7.45M sold.

Independent Advisor Alliance first reported a position in CGBL in Q4 2024 and held it in 2 quarters. The position peaked at $7.45M in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Capital Group Core Balanced ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 216,544 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $7.45M.
  • Independent Advisor Alliance first reported a position in Capital Group Core Balanced ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Capital Group Core Balanced ETF position peaked at $7.45M in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.