Prospera Financial Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Prospera Financial Services’s Portfolio CGCB Stock Details CGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.78M	Buy	106,341 +17,995	+20%	+$472K	0.04%	424
2026 Q1	$2.32M	Buy	88,346 +42,874	+94%	+$1.14M	0.04%	458
2025 Q4	$1.21M	Buy	45,472 +3,722	+9%	+$99.2K	0.02%	623
2025 Q3	$1.11M	Buy	41,750 +11,421	+38%	+$301K	0.02%	644
2025 Q2	$798K	Buy	30,329 +8,799	+41%	+$229K	0.01%	737
2025 Q1	$566K	Buy	21,530 +173	+0.8%	+$4.5K	0.01%	732
2024 Q4	$551K	Buy	21,357 +7,769	+57%	+$204K	0.01%	715
2024 Q3	$366K	Buy	13,588 +2,943	+28%	+$78.4K	0.01%	842
2024 Q2	$275K	Buy	+10,645	New	+$274K	0.01%	951

Other funds holding CGCB

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return