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 Q2	$4.19M	Buy	110,406 +15,293	+16%	+$565K	0.23%	98
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stratos Wealth Advisors's CGBL Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 16% in Q2 2026, buying an estimated $565K and bringing the position to 110,406 shares worth $4.19M. The position accounts for 0.23% of the portfolio, ranked #98.

Stratos Wealth Advisors first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Stratos Wealth Advisors held 110,406 shares of Capital Group Core Balanced ETF worth $4.19M as of Q2 2026.
Stratos Wealth Advisors bought 15,293 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $565K.
Capital Group Core Balanced ETF made up 0.23% of Stratos Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Stratos Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.