Beacon Financial Advisory LLC Has $7.31 Million Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Beacon Financial Advisory LLC grew its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 33.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 200,692 shares of the company’s stock after buying an additional 50,022 shares during the quarter. Capital Group Dividend Value ETF makes up 2.5% of Beacon Financial Advisory LLC’s holdings, making the stock its 4th biggest holding. Beacon Financial Advisory LLC’s holdings in Capital Group Dividend Value ETF were worth $7,313,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. Oppenheimer & Co. Inc. grew its position in Capital Group Dividend Value ETF by 8.5% during the 1st quarter. Oppenheimer & Co. Inc. now owns 62,894 shares of the company’s stock worth $2,044,000 after acquiring an additional 4,905 shares during the last quarter. Thoroughbred Financial Services LLC boosted its stake in shares of Capital Group Dividend Value ETF by 90.8% during the first quarter. Thoroughbred Financial Services LLC now owns 18,535 shares of the company’s stock valued at $602,000 after purchasing an additional 8,821 shares in the last quarter. Creative Planning grew its holdings in shares of Capital Group Dividend Value ETF by 36.9% during the third quarter. Creative Planning now owns 28,271 shares of the company’s stock worth $1,030,000 after purchasing an additional 7,618 shares during the last quarter. Kingsview Wealth Management LLC increased its stake in shares of Capital Group Dividend Value ETF by 8.5% in the first quarter. Kingsview Wealth Management LLC now owns 17,570 shares of the company’s stock valued at $571,000 after buying an additional 1,375 shares during the period. Finally, Wedbush Securities Inc. raised its holdings in Capital Group Dividend Value ETF by 27.7% in the 2nd quarter. Wedbush Securities Inc. now owns 287,659 shares of the company’s stock valued at $9,493,000 after buying an additional 62,462 shares during the last quarter.

Capital Group Dividend Value ETF Price Performance

NYSEARCA:CGDV opened at $36.07 on Wednesday. Capital Group Dividend Value ETF has a one year low of $26.71 and a one year high of $37.17. The company has a market cap of $8.22 billion, a PE ratio of 22.38 and a beta of 0.92. The firm’s 50 day simple moving average is $36.09 and its 200 day simple moving average is $34.36.

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.