Integrity Advisory Solutions’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Integrity Advisory Solutions's CGBL Position: Q2 2026 in Review
Integrity Advisory Solutions increased its Capital Group Core Balanced ETF (CGBL) stake by 6.6% in Q2 2026, buying an estimated $362K and bringing the position to 157,589 shares worth $5.98M. The position accounts for 0.62% of the portfolio, ranked #32.
Integrity Advisory Solutions first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Integrity Advisory Solutions held 157,589 shares of Capital Group Core Balanced ETF worth $5.98M as of Q2 2026.
- Integrity Advisory Solutions bought 9,788 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $362K.
- Capital Group Core Balanced ETF made up 0.62% of Integrity Advisory Solutions's portfolio in Q2 2026, its #32 holding.
- Integrity Advisory Solutions first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.