Wealthcare Advisory Partners LLC Purchases 92,197 Shares of Capital Group Dividend Value ETF $CGDV

Wealthcare Advisory Partners LLC raised its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 8.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,236,233 shares of the company’s stock after acquiring an additional 92,197 shares during the quarter. Capital Group Dividend Value ETF makes up about 1.1% of Wealthcare Advisory Partners LLC’s investment portfolio, making the stock its 18th biggest position. Wealthcare Advisory Partners LLC owned about 0.19% of Capital Group Dividend Value ETF worth $53,949,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Triumph Capital Management bought a new position in shares of Capital Group Dividend Value ETF in the third quarter worth about $32,000. CoreCap Advisors LLC raised its stake in Capital Group Dividend Value ETF by 93.8% during the 4th quarter. CoreCap Advisors LLC now owns 849 shares of the company’s stock valued at $37,000 after purchasing an additional 411 shares during the period. Banco de Sabadell S.A purchased a new position in Capital Group Dividend Value ETF in the 2nd quarter worth approximately $47,000. MassMutual Private Wealth & Trust FSB lifted its holdings in Capital Group Dividend Value ETF by 38,200.0% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 1,149 shares of the company’s stock worth $48,000 after purchasing an additional 1,146 shares in the last quarter. Finally, Huntington National Bank bought a new position in Capital Group Dividend Value ETF in the 3rd quarter worth approximately $49,000.

Capital Group Dividend Value ETF Price Performance

Shares of CGDV opened at $41.70 on Friday. Capital Group Dividend Value ETF has a 1 year low of $30.94 and a 1 year high of $46.01. The company has a 50 day simple moving average of $44.57 and a two-hundred day simple moving average of $43.52. The firm has a market cap of $26.63 billion, a P/E ratio of 26.59 and a beta of 0.89.

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