United Advisor Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

United Advisor Group’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	$1.71M	Buy	45,157 +4,200	+10%	+$155K	0.18%	144
2026 Q1	$1.41M	Buy	40,957 +625	+2%	+$22.4K	0.17%	146
2025 Q4	$1.42M	Buy	40,332 +5,370	+15%	+$188K	0.18%	138
2025 Q3	$1.21M	Buy	34,962 +6,268	+22%	+$214K	0.16%	146
2025 Q2	$960K	Buy	28,694 +11,800	+70%	+$372K	0.17%	140
2025 Q1	$523K	Buy	16,894 +560	+3%	+$17.8K	0.11%	182
2024 Q4	$511K	Buy	+16,334	New	+$515K	0.1%	192

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

United Advisor Group's CGBL Position: Q2 2026 in Review

United Advisor Group increased its Capital Group Core Balanced ETF (CGBL) stake by 10% in Q2 2026, buying an estimated $155K and bringing the position to 45,157 shares worth $1.71M. The position accounts for 0.18% of the portfolio, ranked #144.

United Advisor Group first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

United Advisor Group held 45,157 shares of Capital Group Core Balanced ETF worth $1.71M as of Q2 2026.
United Advisor Group bought 4,200 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $155K.
Capital Group Core Balanced ETF made up 0.18% of United Advisor Group's portfolio in Q2 2026, its #144 holding.
United Advisor Group first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.