Capital Group Core Balanced ETF (NYSEARCA:CGBL) Shares Purchased by World Investment Advisors LLC

World Investment Advisors LLC boosted its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 64.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 44,462 shares of the company’s stock after acquiring an additional 17,438 shares during the period. World Investment Advisors LLC owned about 0.31% of Capital Group Core Balanced ETF worth $1,381,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of CGBL. Envestnet Portfolio Solutions Inc. acquired a new position in shares of Capital Group Core Balanced ETF during the second quarter worth $1,123,000. Dakota Wealth Management lifted its holdings in Capital Group Core Balanced ETF by 42.7% during the 2nd quarter. Dakota Wealth Management now owns 31,854 shares of the company’s stock worth $951,000 after buying an additional 9,529 shares during the last quarter. Hobbs Group Advisors LLC acquired a new position in shares of Capital Group Core Balanced ETF during the 2nd quarter worth about $27,000. Concourse Financial Group Securities Inc. increased its holdings in shares of Capital Group Core Balanced ETF by 6,210.6% in the 2nd quarter. Concourse Financial Group Securities Inc. now owns 16,597 shares of the company’s stock valued at $496,000 after acquiring an additional 16,334 shares during the last quarter. Finally, Clear Creek Financial Management LLC acquired a new stake in shares of Capital Group Core Balanced ETF during the 2nd quarter worth about $1,126,000.

Capital Group Core Balanced ETF Stock Up 1.1 %

Shares of CGBL opened at $32.22 on Monday. Capital Group Core Balanced ETF has a 52-week low of $26.93 and a 52-week high of $32.30. The stock has a 50 day moving average price of $31.58 and a 200 day moving average price of $30.65.

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.