Retirement Planning Group LLC Purchases 17,247 Shares of Capital Group Dividend Value ETF $CGDV

Retirement Planning Group LLC boosted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 200.3% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,857 shares of the company’s stock after purchasing an additional 17,247 shares during the period. Retirement Planning Group LLC’s holdings in Capital Group Dividend Value ETF were worth $1,100,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Berger Financial Group Inc boosted its stake in shares of Capital Group Dividend Value ETF by 3.1% during the first quarter. Berger Financial Group Inc now owns 7,519 shares of the company’s stock valued at $320,000 after purchasing an additional 224 shares in the last quarter. Clark Capital Management Group Inc. raised its holdings in Capital Group Dividend Value ETF by 2.4% in the 3rd quarter. Clark Capital Management Group Inc. now owns 9,984 shares of the company’s stock valued at $420,000 after buying an additional 238 shares during the last quarter. Cim LLC raised its holdings in Capital Group Dividend Value ETF by 2.3% in the 3rd quarter. Cim LLC now owns 11,280 shares of the company’s stock valued at $474,000 after buying an additional 250 shares during the last quarter. Ameriprise Financial Inc. boosted its position in Capital Group Dividend Value ETF by 1.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 16,080 shares of the company’s stock worth $635,000 after buying an additional 263 shares during the period. Finally, OneAscent Financial Services LLC boosted its position in Capital Group Dividend Value ETF by 0.7% during the 4th quarter. OneAscent Financial Services LLC now owns 43,691 shares of the company’s stock worth $1,907,000 after buying an additional 294 shares during the period.

Capital Group Dividend Value ETF Stock Down 0.1%

Shares of Capital Group Dividend Value ETF stock opened at $49.01 on Wednesday. The stock has a market cap of $36.52 billion, a price-to-earnings ratio of 26.59 and a beta of 0.88. Capital Group Dividend Value ETF has a twelve month low of $39.87 and a twelve month high of $49.55. The company’s fifty day moving average is $48.42 and its 200 day moving average is $45.92.

Capital Group Dividend Value ETF 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. CGDV was launched on Feb 22, 2022 and is managed by Capital Group.