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Capital Group Core Balanced shares owned by Advance Capital Management

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

Historical chart of Advance Capital 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 Advance Capital 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 Advance Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $56M 1.9M 29.11

More positions owned by Advance Capital Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Group Core Balanced SHS (CGBL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Msci Emrg Chn (EMXC)

View all positions for Advance Capital Management

Top funds holding Capital Group Core Balanced

Advance Capital Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Sunbelt Securities
Wealth Enhancement Advisory Services
Kestra Advisory Services
J Arnold Wealth Management
Founders Financial Securities
Taylor Financial Group
Confluence Wealth Services
Benjamin F. Edwards & Company
Advisory Services Network
Acas
Tempus Wealth Planning

View all funds holding Capital Group Core Balanced