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 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

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

Independent Financial Group's CGBL Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group Core Balanced ETF (CGBL) stake by 44% in Q2 2026, buying an estimated $671K and bringing the position to 59,509 shares worth $2.26M. The position accounts for 0.04% of the portfolio, ranked #417.

Independent Financial Group first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Independent Financial Group held 59,509 shares of Capital Group Core Balanced ETF worth $2.26M as of Q2 2026.
Independent Financial Group bought 18,155 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $671K.
Capital Group Core Balanced ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #417 holding.
Independent Financial Group first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.