CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CGBL — Capital Group Core Balanced ETF
CIK 819864
KOKOMO, IN
Position in CGBL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$137,846
+$56,376 QoQ
Shares Held
4,006
+73.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,846 | 4,006 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $81,470 | 2,306 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,136 | 1,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,472 | 1,300 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $40,274 | 1,300 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $40,651 | 1,300 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||