Janney Montgomery Scott
CGBL icon

Janney Montgomery Scott’s Capital Group Core Balanced ETF CGBL Stock Holding History

Janney Montgomery Scott’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 		$60.5M Buy
1,594,134
+251,843
+19% +$9.31M 0.12% 181
2026
Q1 		$46.2M Buy
1,342,291
+478,121
+55% +$17.1M 0.11% 181
2025
Q4 		$30.5M Buy
864,170
+327,659
+61% +$11.5M 0.07% 267
2025
Q3 		$18.6M Buy
536,511
+226,081
+73% +$7.7M 0.04% 378
2025
Q2 		$10.4M Buy
310,430
+127,329
+70% +$4.02M 0.03% 551
2025
Q1 		$5.67M Buy
183,101
+55,226
+43% +$1.75M 0.02% 728
2024
Q4 		$4M Buy
127,875
+64,244
+101% +$2.03M 0.01% 858
2024
Q3 		$1.98M Buy
63,631
+14,246
+29% +$431K 0.01% 1143
2024
Q2 		$1.47M Buy
49,385
+33,220
+206% +$964K ﹤0.01% 1248
2024
Q1 		$471K Buy
16,165
+5,100
+46% +$143K ﹤0.01% 2040
2023
Q4 		$303K Buy
+11,065
New +$285K ﹤0.01% 2210

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

Janney Montgomery Scott's CGBL Position: Q2 2026 in Review

Janney Montgomery Scott increased its Capital Group Core Balanced ETF (CGBL) stake by 19% in Q2 2026, buying an estimated $9.31M and bringing the position to 1,594,134 shares worth $60.5M. The position accounts for 0.12% of the portfolio, ranked #181.

Janney Montgomery Scott first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Janney Montgomery Scott held 1,594,134 shares of Capital Group Core Balanced ETF worth $60.5M as of Q2 2026.
  • Janney Montgomery Scott bought 251,843 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $9.31M.
  • Capital Group Core Balanced ETF made up 0.12% of Janney Montgomery Scott's portfolio in Q2 2026, its #181 holding.
  • Janney Montgomery Scott first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.