Kestra Advisory Services, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1830819
AUSTIN, TX
All Filings in CGBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,756,190 | 1,758,593 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $54,145,924 | 1,573,552 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,011,848 | 1,302,345 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,507,425 | 1,080,283 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,992,366 | 807,188 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $20,841,237 | 672,732 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $22,072,054 | 705,854 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,861,481 | 575,249 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,877,321 | 231,326 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,995,755 | 137,264 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,664,626 | 134,039 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||