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

Independent Financial Group’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 Q3	$2.4M	Buy	65,321 +5,812	+10%	+$219K	0.04%	403
2026 Q2	$2.26M	Buy	59,509 +18,155	+44%	+$671K	0.04%	417
2026 Q1	$1.42M	Sell	41,354 -9,931	-19%	-$356K	0.03%	513
2025 Q4	$1.81M	Buy	51,285 +3,918	+8%	+$137K	0.04%	418
2025 Q3	$1.64M	Buy	47,367 +12,257	+35%	+$418K	0.04%	448
2025 Q2	$1.17M	Buy	35,110 +14,663	+72%	+$462K	0.03%	497
2025 Q1	$633K	Buy	+20,447	New	+$649K	0.02%	625

Other funds holding CGBL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Independent Financial Group's CGBL Position: Q3 2026 in Review

Independent Financial Group increased its Capital Group Core Balanced ETF (CGBL) stake by 9.8% in Q3 2026, buying an estimated $219K and bringing the position to 65,321 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #403.

Independent Financial Group first reported a position in CGBL in Q1 2025 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Independent Financial Group held 65,321 shares of Capital Group Core Balanced ETF worth $2.4M as of Q3 2026.
Independent Financial Group bought 5,812 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $219K.
Capital Group Core Balanced ETF made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #403 holding.
Independent Financial Group first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 7 quarters since.
31 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.