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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.34M	Buy	40,162 +11,570	+40%	+$387K	0.07%	274
2025 Q1	$886K	Buy	28,592 +3,340	+13%	+$103K	0.05%	320
2024 Q4	$790K	Buy	25,252 +5,355	+27%	+$167K	0.04%	374
2024 Q3	$618K	Buy	19,897 +9,322	+88%	+$289K	0.03%	447
2024 Q2	$314K	Buy	+10,575	New	+$314K	0.02%	567