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Capital Group Core Balanced shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $349k 12k 29.11

More positions owned by Financial Advocates Investment Management

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Put Option (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)

View all positions for Financial Advocates Investment Management

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
LPL Financial
Sunbelt Securities
Wealth Enhancement Advisory Services
D.A. Davidson & Co.
Kestra Advisory Services
J Arnold Wealth Management
Rockport Wealth
Envestnet Asset Management
HighTower Advisors
Founders Financial Securities
Taylor Financial Group

View all funds holding Capital Group Core Balanced