Sigma Planning Corp increased its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 35.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 100,967 shares of the company’s stock after purchasing an additional 26,194 shares during the quarter. Sigma Planning Corp owned approximately 0.13% of Capital Group Core Balanced ETF worth $3,376,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently modified their holdings of the company. A&I Financial Services LLC raised its holdings in shares of Capital Group Core Balanced ETF by 4.5% in the 1st quarter. A&I Financial Services LLC now owns 8,179 shares of the company’s stock valued at $253,000 after purchasing an additional 355 shares during the period. Certior Financial Group LLC raised its holdings in shares of Capital Group Core Balanced ETF by 4.9% in the 1st quarter. Certior Financial Group LLC now owns 12,152 shares of the company’s stock valued at $376,000 after purchasing an additional 565 shares during the period. tru Independence LLC raised its holdings in shares of Capital Group Core Balanced ETF by 7.8% in the 2nd quarter. tru Independence LLC now owns 8,370 shares of the company’s stock valued at $280,000 after purchasing an additional 609 shares during the period. Opal Wealth Advisors LLC raised its holdings in shares of Capital Group Core Balanced ETF by 106.9% in the 2nd quarter. Opal Wealth Advisors LLC now owns 1,372 shares of the company’s stock valued at $46,000 after purchasing an additional 709 shares during the period. Finally, Bridgewealth Advisory Group LLC raised its holdings in shares of Capital Group Core Balanced ETF by 6.0% in the 2nd quarter. Bridgewealth Advisory Group LLC now owns 16,631 shares of the company’s stock valued at $556,000 after purchasing an additional 935 shares during the period.
Capital Group Core Balanced ETF Stock Down 0.2%
Shares of CGBL stock opened at $34.75 on Tuesday. The firm has a 50 day moving average price of $34.73 and a two-hundred day moving average price of $33.42. The company has a market capitalization of $3.76 billion, a PE ratio of 25.37 and a beta of 0.69. Capital Group Core Balanced ETF has a 12-month low of $28.22 and a 12-month high of $35.42.
Capital Group Core Balanced ETF Increases Dividend
About Capital Group Core Balanced ETF
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.
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