SRS Capital Advisors Inc. Buys New Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

SRS Capital Advisors Inc. purchased a new position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 4,286 shares of the company’s stock, valued at approximately $151,000.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Venturi Wealth Management LLC acquired a new stake in Capital Group Dividend Value ETF during the fourth quarter worth about $47,000. Blue Trust Inc. boosted its position in Capital Group Dividend Value ETF by 33.3% in the 4th quarter. Blue Trust Inc. now owns 1,600 shares of the company’s stock worth $58,000 after purchasing an additional 400 shares in the last quarter. Cassady Schiller Wealth Management LLC acquired a new stake in shares of Capital Group Dividend Value ETF during the 3rd quarter worth approximately $83,000. Oakworth Capital Inc. purchased a new position in shares of Capital Group Dividend Value ETF during the 4th quarter valued at approximately $129,000. Finally, Westside Investment Management Inc. increased its holdings in shares of Capital Group Dividend Value ETF by 1,595.7% during the 4th quarter. Westside Investment Management Inc. now owns 3,900 shares of the company’s stock valued at $138,000 after purchasing an additional 3,670 shares in the last quarter.

Capital Group Dividend Value ETF Stock Performance

Shares of NYSEARCA CGDV opened at $36.67 on Thursday. The company has a market capitalization of $14.02 billion, a PE ratio of 25.21 and a beta of 0.90. The company’s fifty day moving average price is $36.33 and its 200 day moving average price is $36.22. Capital Group Dividend Value ETF has a 1 year low of $31.03 and a 1 year high of $37.38.

Capital Group Dividend Value ETF 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.