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Capital Group Core Balanced shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by IFP Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $33k 1.1k 29.73

More positions owned by IFP Advisors

Apple cs (AAPL)
Invesco Qqq Tr mc (QQQ)
Spdr S&p 500 Etf Tr cs (SPY)
Vanguard Index Fds cs (VUG)
Wisdomtree Tr mc (DGRW)
Microsoft Corp cs (MSFT)
Spdr Ser Tr cs (SPLG)
Ishares Tr cs (OEF)
Nvidia Corporation cs (NVDA)
First Tr Exchng Traded Fd Vi mc (UCON)
Ishares Tr cs (IVV)
Amazon cs (AMZN)
Alphabet cs (GOOGL)
Ishares Tr cs (TLT)
Spdr Index Shs Fds cs (SPDW)

View all positions for IFP Advisors

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