Walkner Condon Financial Advisors LLC Purchases 2,300 Shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Walkner Condon Financial Advisors LLC lifted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 38.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,300 shares of the company’s stock after acquiring an additional 2,300 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $293,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in CGDV. Northwest Financial Advisors grew its stake in Capital Group Dividend Value ETF by 35.7% in the fourth quarter. Northwest Financial Advisors now owns 35,037 shares of the company’s stock valued at $1,235,000 after purchasing an additional 9,227 shares during the last quarter. Creative Planning grew its stake in Capital Group Dividend Value ETF by 36.9% in the third quarter. Creative Planning now owns 28,271 shares of the company’s stock valued at $1,030,000 after purchasing an additional 7,618 shares during the last quarter. Trilogy Capital Inc. grew its stake in Capital Group Dividend Value ETF by 5.0% in the fourth quarter. Trilogy Capital Inc. now owns 22,718 shares of the company’s stock valued at $801,000 after purchasing an additional 1,083 shares during the last quarter. Cerity Partners LLC grew its stake in Capital Group Dividend Value ETF by 15.0% in the third quarter. Cerity Partners LLC now owns 62,822 shares of the company’s stock valued at $2,289,000 after purchasing an additional 8,203 shares during the last quarter. Finally, Bleakley Financial Group LLC grew its stake in Capital Group Dividend Value ETF by 2.0% in the third quarter. Bleakley Financial Group LLC now owns 100,130 shares of the company’s stock valued at $3,649,000 after purchasing an additional 1,936 shares during the last quarter.

Capital Group Dividend Value ETF Price Performance

CGDV opened at $37.20 on Friday. The business’s 50-day moving average is $36.12 and its two-hundred day moving average is $35.96. Capital Group Dividend Value ETF has a 1 year low of $30.28 and a 1 year high of $37.38. The firm has a market capitalization of $8.48 billion, a PE ratio of 22.38 and a beta of 0.92.

Capital Group Dividend Value ETF Company Profile

The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks.