Stratos Wealth Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1707202
BEACHWOOD, OH
Position in CGBL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,191,011
+$918,173 QoQ
Shares Held
110,406
+16.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#37
of 97 holders
Holding Since
Jun 2024
9 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
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. | ||||||