Advisor OS LLC Acquires 612 Shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Advisor OS LLC lifted its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 4.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,790 shares of the company’s stock after acquiring an additional 612 shares during the period. Advisor OS LLC owned approximately 0.11% of Capital Group Core Balanced ETF worth $494,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the stock. Gateway Wealth Partners LLC purchased a new stake in Capital Group Core Balanced ETF during the 3rd quarter worth about $254,000. Valmark Advisers Inc. boosted its position in shares of Capital Group Core Balanced ETF by 1.6% in the third quarter. Valmark Advisers Inc. now owns 23,072 shares of the company’s stock valued at $716,000 after acquiring an additional 370 shares during the period. Mutual Advisors LLC boosted its position in shares of Capital Group Core Balanced ETF by 36.0% in the third quarter. Mutual Advisors LLC now owns 45,625 shares of the company’s stock valued at $1,429,000 after acquiring an additional 12,076 shares during the period. Financial Advocates Investment Management grew its stake in Capital Group Core Balanced ETF by 22.1% during the third quarter. Financial Advocates Investment Management now owns 14,794 shares of the company’s stock valued at $459,000 after acquiring an additional 2,677 shares in the last quarter. Finally, Clear Creek Financial Management LLC increased its holdings in Capital Group Core Balanced ETF by 53.1% during the 3rd quarter. Clear Creek Financial Management LLC now owns 58,004 shares of the company’s stock worth $1,801,000 after acquiring an additional 20,124 shares during the period.

Capital Group Core Balanced ETF Trading Up 0.4 %

NYSEARCA CGBL opened at $32.10 on Thursday. The company’s 50 day simple moving average is $31.88 and its two-hundred day simple moving average is $31.42. Capital Group Core Balanced ETF has a 1 year low of $27.94 and a 1 year high of $32.65.

Capital Group Core Balanced ETF Profile

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.