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

Mission 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
2025 Q1	$316K	Buy	+9,187	New	+$292K	0.29%	97

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Wealth Enhancement Advisory Services

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Cetera Investment Advisers

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Cambridge Investment Research Advisors

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Royal Bank of Canada

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