World Investment Advisors Increases Stock Holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

World Investment Advisors boosted its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 42.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 63,249 shares of the company’s stock after buying an additional 18,787 shares during the period. World Investment Advisors owned approximately 0.45% of Capital Group Core Balanced ETF worth $1,978,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. LPL Financial LLC lifted its stake in Capital Group Core Balanced ETF by 50.7% in the fourth quarter. LPL Financial LLC now owns 3,787,433 shares of the company’s stock worth $118,433,000 after purchasing an additional 1,274,153 shares during the last quarter. Raymond James Financial Inc. bought a new stake in shares of Capital Group Core Balanced ETF during the 4th quarter worth approximately $26,385,000. Commonwealth Equity Services LLC boosted its holdings in Capital Group Core Balanced ETF by 38.7% during the 4th quarter. Commonwealth Equity Services LLC now owns 1,232,842 shares of the company’s stock valued at $38,551,000 after acquiring an additional 343,818 shares during the period. Confluence Wealth Services Inc. boosted its holdings in Capital Group Core Balanced ETF by 252.5% during the 4th quarter. Confluence Wealth Services Inc. now owns 214,999 shares of the company’s stock valued at $6,923,000 after acquiring an additional 154,001 shares during the period. Finally, Endeavor Private Wealth Inc. bought a new position in Capital Group Core Balanced ETF in the 4th quarter valued at $3,842,000.

Capital Group Core Balanced ETF Trading Down 3.8 %

NYSEARCA:CGBL opened at $29.11 on Friday. The company has a market cap of $1.67 billion, a price-to-earnings ratio of 25.90 and a beta of 0.76. Capital Group Core Balanced ETF has a twelve month low of $27.94 and a twelve month high of $32.65. The stock has a fifty day simple moving average of $31.70 and a 200-day simple moving average of $31.58.

Capital Group Core Balanced ETF Dividend Announcement

The business also recently disclosed a dividend, which was paid on Tuesday, April 1st. Investors of record on Monday, March 31st were issued a dividend of $0.1232 per share. The ex-dividend date of this dividend was Monday, March 31st.

About Capital Group Core Balanced ETF

The Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash.