Prosperity Capital Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Prosperity Capital Advisors’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	$242K	Buy	+6,368	New	+$235K	0.01%	380

Other funds holding CGBL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Prosperity Capital Advisors's CGBL Position: Q2 2026 in Review

Prosperity Capital Advisors opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 6,368 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings.

74 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Prosperity Capital Advisors held 6,368 shares of Capital Group Core Balanced ETF worth $242K as of Q2 2026.
Capital Group Core Balanced ETF was a new Prosperity Capital Advisors position in Q2 2026.
Capital Group Core Balanced ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #380 holding.
74 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.