Independent Wealth Network Inc. Invests $478,000 in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Independent Wealth Network Inc. purchased a new position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 15,271 shares of the company’s stock, valued at approximately $478,000. Independent Wealth Network Inc. owned about 0.11% of Capital Group Core Balanced ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of the business. Valmark Advisers Inc. increased its holdings in shares of Capital Group Core Balanced ETF by 1.6% in the 3rd quarter. Valmark Advisers Inc. now owns 23,072 shares of the company’s stock worth $716,000 after acquiring an additional 370 shares during the period. Confluence Wealth Services Inc. increased its holdings in shares of Capital Group Core Balanced ETF by 0.7% in the 3rd quarter. Confluence Wealth Services Inc. now owns 60,998 shares of the company’s stock worth $1,894,000 after acquiring an additional 428 shares during the period. Davies Financial Advisors Inc. increased its holdings in shares of Capital Group Core Balanced ETF by 1.3% in the 4th quarter. Davies Financial Advisors Inc. now owns 58,906 shares of the company’s stock worth $1,842,000 after acquiring an additional 780 shares during the period. Thurston Springer Miller Herd & Titak Inc. increased its holdings in shares of Capital Group Core Balanced ETF by 39.8% in 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 period. Finally, Private Trust Co. NA increased its holdings in shares of Capital Group Core Balanced ETF by 28.0% in the 3rd quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock worth $205,000 after acquiring an additional 1,441 shares during the period.

Capital Group Core Balanced ETF Stock Up 0.0 %

CGBL stock opened at $32.05 on Thursday. Capital Group Core Balanced ETF has a fifty-two week low of $27.35 and a fifty-two week high of $32.48. The firm’s 50-day simple moving average is $31.65 and its 200 day simple moving average is $31.01.

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.