Capital Group Core Balanced ETF (NYSEARCA:CGBL) Stock Holdings Increased by CWS Financial Advisors LLC

CWS Financial Advisors LLC increased its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 83.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,017 shares of the company’s stock after acquiring an additional 13,172 shares during the period. CWS Financial Advisors LLC owned about 0.20% of Capital Group Core Balanced ETF worth $901,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of CGBL. D.A. Davidson & CO. raised its holdings in shares of Capital Group Core Balanced ETF by 9.5% during the 3rd quarter. D.A. Davidson & CO. now owns 195,553 shares of the company’s stock valued at $6,072,000 after purchasing an additional 16,921 shares in the last quarter. Private Trust Co. NA raised its holdings in Capital Group Core Balanced ETF by 28.0% during the third quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock valued at $205,000 after buying an additional 1,441 shares in the last quarter. Kingsview Wealth Management LLC boosted its stake in shares of Capital Group Core Balanced ETF by 79.6% during the 3rd quarter. Kingsview Wealth Management LLC now owns 46,383 shares of the company’s stock worth $1,440,000 after acquiring an additional 20,552 shares in the last quarter. CFS Investment Advisory Services LLC acquired a new position in shares of Capital Group Core Balanced ETF during the 3rd quarter valued at about $266,000. Finally, Prospera Financial Services Inc raised its stake in shares of Capital Group Core Balanced ETF by 30.1% in the 3rd quarter. Prospera Financial Services Inc now owns 25,031 shares of the company’s stock valued at $777,000 after acquiring an additional 5,797 shares in the last quarter.

Capital Group Core Balanced ETF Stock Down 0.1 %

Shares of Capital Group Core Balanced ETF stock opened at $31.78 on Friday. Capital Group Core Balanced ETF has a 12-month low of $25.89 and a 12-month high of $32.03. The stock has a 50 day moving average price of $31.38 and a two-hundred day moving average price of $30.42.

Capital Group Core Balanced ETF Company 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.