SWA
CGBL icon

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

Stratos Wealth 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
Q1 		$3.27M Buy
95,113
+13,895
+17% +$498K 0.2% 109
2025
Q4 		$2.87M Buy
81,218
+17,002
+26% +$595K 0.14% 164
2025
Q3 		$2.23M Buy
64,216
+24,054
+60% +$819K 0.11% 200
2025
Q2 		$1.34M Buy
40,162
+11,570
+40% +$365K 0.07% 274
2025
Q1 		$886K Buy
28,592
+3,340
+13% +$106K 0.05% 320
2024
Q4 		$790K Buy
25,252
+5,355
+27% +$169K 0.04% 374
2024
Q3 		$618K Buy
19,897
+9,322
+88% +$282K 0.03% 447
2024
Q2 		$314K Buy
+10,575
New +$307K 0.02% 567

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return