Captrust Financial Advisors Has $1.72 Million Stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Captrust Financial Advisors boosted its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 35.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 54,936 shares of the company’s stock after acquiring an additional 14,381 shares during the period. Captrust Financial Advisors’ holdings in Capital Group Core Balanced ETF were worth $1,718,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Creative Financial Designs Inc. ADV acquired a new position in Capital Group Core Balanced ETF during the 4th quarter worth $41,000. Global Retirement Partners LLC lifted its position in Capital Group Core Balanced ETF by 420.8% during the 4th quarter. Global Retirement Partners LLC now owns 2,484 shares of the company’s stock worth $78,000 after acquiring an additional 2,007 shares during the last quarter. Allworth Financial LP acquired a new position in Capital Group Core Balanced ETF during the 4th quarter worth $105,000. Thurston Springer Miller Herd & Titak Inc. lifted its position in Capital Group Core Balanced ETF by 39.8% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock worth $106,000 after acquiring an additional 962 shares during the last quarter. Finally, TD Waterhouse Canada Inc. lifted its position in Capital Group Core Balanced ETF by 564.1% during the 4th quarter. TD Waterhouse Canada Inc. now owns 5,645 shares of the company’s stock worth $176,000 after acquiring an additional 4,795 shares during the last quarter.

Capital Group Core Balanced ETF Price Performance

Capital Group Core Balanced ETF stock opened at $31.85 on Wednesday. The firm has a market cap of $2.04 billion, a price-to-earnings ratio of 25.83 and a beta of 0.76. Capital Group Core Balanced ETF has a fifty-two week low of $28.22 and a fifty-two week high of $32.65. The firm has a fifty day moving average price of $30.71 and a two-hundred day moving average price of $31.42.

Capital Group Core Balanced ETF Announces Dividend

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

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.