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Raymond James Financial Services Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$3.94M Buy
126,927
+79,837
+170% +$2.42M 0.01% 1358
2024
Q2 		$1.4M Buy
+47,090
New +$1.37M ﹤0.01% 1879

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 $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial Services Advisors's CGBL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 170% in Q3 2024, buying an estimated $2.42M and bringing the position to 126,927 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #1358.

Raymond James Financial Services Advisors first reported a position in CGBL in Q2 2024 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold CGBL as of Q3 2024.

  • Raymond James Financial Services Advisors held 126,927 shares of Capital Group Core Balanced ETF worth $3.94M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 79,837 Capital Group Core Balanced ETF shares in Q3 2024, an estimated $2.42M.
  • Capital Group Core Balanced ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1358 holding.
  • Raymond James Financial Services Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.