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Capital Group Core Balanced shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Core Balanced by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.5M 217k 34.41
2024-12-31 $1.9M 61k 31.27

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Forge Financial Services
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Aprio Wealth Management
Kestra Advisory Services

View all funds holding Capital Group Core Balanced