Ausdal Financial Partners, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1667146
Davenport, IA
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,625,844
+$781,194 QoQ
Shares Held
69,174
+29.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#44
of 97 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,625,844 | 69,174 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,844,650 | 53,608 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,652,807 | 46,782 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,059,514 | 30,516 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $456,957 | 13,665 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $359,925 | 11,618 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||