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Principal Securities’s Capital Group Core Balanced ETF CGBL Stock Holding History

Principal Securities’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 		$236K Buy
+6,212
New +$230K ﹤0.01% 1446
2025
Q4 		– Sell
-1,626
Closed -$56.5K – 1696
2025
Q3 		$56.5K Sell
1,626
-359
-18% -$12.2K ﹤0.01% 1888
2025
Q2 		$66.4K Buy
+1,985
New +$62.6K ﹤0.01% 1738

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

Principal Securities's CGBL Position: Q2 2026 in Review

Principal Securities opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 6,212 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1446 among its holdings. This is a return to the name: Principal Securities previously reported a position in CGBL as recently as Q3 2025.

Principal Securities first reported a position in CGBL in Q2 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Principal Securities held 6,212 shares of Capital Group Core Balanced ETF worth $236K as of Q2 2026.
  • Capital Group Core Balanced ETF was a new Principal Securities position in Q2 2026.
  • Capital Group Core Balanced ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1446 holding.
  • Principal Securities first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.