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

Prospera Financial Services’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	$1.41M	Sell	37,031 -129,764	-78%	-$4.8M	0.02%	629
2026 Q1	$5.74M	Buy	166,795 +18,715	+13%	+$670K	0.09%	241
2025 Q4	$5.23M	Buy	148,080 +41,142	+38%	+$1.44M	0.09%	236
2025 Q3	$3.71M	Buy	106,938 +19,354	+22%	+$659K	0.06%	322
2025 Q2	$2.93M	Buy	87,584 +26,094	+42%	+$823K	0.05%	353
2025 Q1	$1.91M	Buy	61,490 +26,894	+78%	+$854K	0.04%	398
2024 Q4	$1.08M	Buy	34,596 +9,565	+38%	+$302K	0.03%	518
2024 Q3	$777K	Buy	25,031 +5,797	+30%	+$176K	0.02%	578
2024 Q2	$572K	Buy	19,234 +5,553	+41%	+$161K	0.02%	664
2024 Q1	$398K	Buy	+13,681	New	+$384K	0.01%	783

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

Prospera Financial Services's CGBL Position: Q2 2026 in Review

Prospera Financial Services reduced its Capital Group Core Balanced ETF (CGBL) stake by 78% in Q2 2026, selling an estimated $4.8M and leaving 37,031 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #629.

Prospera Financial Services first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.74M in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Prospera Financial Services held 37,031 shares of Capital Group Core Balanced ETF worth $1.41M as of Q2 2026.
Prospera Financial Services sold 129,764 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $4.8M.
Capital Group Core Balanced ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #629 holding.
Prospera Financial Services first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
Prospera Financial Services's Capital Group Core Balanced ETF position peaked at $5.74M in Q1 2026.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

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