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J.W. COLE ADVISORS, INC.

Position in CGBL — Capital Group Core Balanced ETF

CIK 1404763 TAMPA, FL

Position in CGBL

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$202,812
-$1,637,669 QoQ
Shares Held
5,894
-88.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CGBL Over Time

Shares Held

Position Value (USD)

All Filings in CGBL

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $202,812 5,894
2025-12-31 $1,840,481 52,094
2025-09-30 $1,048,925 30,211
2025-06-30 $753,871 22,544
2025-03-31 $433,565 13,995