Hartmann Taylor Wealth Management LLC Has $13.87 Million Stock Position in Capital Group Dividend Value ETF $CGDV

Hartmann Taylor Wealth Management LLC increased its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 9.1% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 326,001 shares of the company’s stock after purchasing an additional 27,134 shares during the period. Capital Group Dividend Value ETF makes up about 9.2% of Hartmann Taylor Wealth Management LLC’s holdings, making the stock its 3rd biggest holding. Hartmann Taylor Wealth Management LLC’s holdings in Capital Group Dividend Value ETF were worth $13,868,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Armstrong Fleming & Moore Inc grew its position in Capital Group Dividend Value ETF by 22.0% during the 4th quarter. Armstrong Fleming & Moore Inc now owns 250,179 shares of the company’s stock worth $10,918,000 after acquiring an additional 45,077 shares during the last quarter. Kaizen Financial Strategies boosted its stake in shares of Capital Group Dividend Value ETF by 5.0% during the fourth quarter. Kaizen Financial Strategies now owns 304,926 shares of the company’s stock valued at $13,307,000 after purchasing an additional 14,641 shares during the period. AA Financial Advisors LLC grew its holdings in shares of Capital Group Dividend Value ETF by 4.5% in the fourth quarter. AA Financial Advisors LLC now owns 755,250 shares of the company’s stock worth $32,959,000 after purchasing an additional 32,219 shares during the last quarter. Richards Merrill & Peterson Inc. grew its holdings in shares of Capital Group Dividend Value ETF by 72.6% in the first quarter. Richards Merrill & Peterson Inc. now owns 59,315 shares of the company’s stock worth $2,523,000 after purchasing an additional 24,945 shares during the last quarter. Finally, Stratos Wealth Partners LTD. increased its stake in shares of Capital Group Dividend Value ETF by 49.3% in the fourth quarter. Stratos Wealth Partners LTD. now owns 245,973 shares of the company’s stock worth $10,734,000 after buying an additional 81,269 shares during the period.

Capital Group Dividend Value ETF Price Performance

NYSEARCA:CGDV opened at $48.49 on Monday. The firm has a market capitalization of $34.97 billion, a P/E ratio of 26.59 and a beta of 0.89. The company has a fifty day moving average of $47.67 and a 200 day moving average of $45.45. Capital Group Dividend Value ETF has a 52 week low of $39.23 and a 52 week high of $49.43.

About Capital Group Dividend Value ETF

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.