Financial Advocates Investment Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $459k 15k 31.05
2024-06-30 $360k 12k 29.73
2024-03-31 $349k 12k 29.11

More positions owned by Financial Advocates Investment Management

Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Kestra Advisory Services
Wealth Enhancement Advisory Services
Raymond James & Associates
D. J. St. Germain
Cetera Investment Advisers
Jane Street
Flow Traders US

View all funds holding Capital Group Core Balanced