Stratos Wealth Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1707202
BEACHWOOD, OH
All Filings in CGBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,191,011 | 110,406 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,272,838 | 95,113 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,869,431 | 81,218 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,229,579 | 64,216 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,343,017 | 40,162 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $885,780 | 28,592 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $789,630 | 25,252 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $617,801 | 19,897 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $314,394 | 10,575 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||