Mutual Advisors LLC Boosts Holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Mutual Advisors LLC grew its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 12.7% during the 4th quarter, HoldingsChannel reports. The fund owned 51,408 shares of the company’s stock after acquiring an additional 5,783 shares during the quarter. Mutual Advisors LLC’s holdings in Capital Group Core Balanced ETF were worth $1,620,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the business. Bleakley Financial Group LLC increased its stake in shares of Capital Group Core Balanced ETF by 21.5% in the third quarter. Bleakley Financial Group LLC now owns 20,654 shares of the company’s stock worth $641,000 after buying an additional 3,652 shares during the period. ST Germain D J Co. Inc. increased its stake in shares of Capital Group Core Balanced ETF by 22.3% in the fourth quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock worth $17,923,000 after buying an additional 104,540 shares during the period. AA Financial Advisors LLC increased its stake in shares of Capital Group Core Balanced ETF by 15.4% in the third quarter. AA Financial Advisors LLC now owns 58,758 shares of the company’s stock worth $1,824,000 after buying an additional 7,830 shares during the period. Lodestone Wealth Management LLC increased its stake in shares of Capital Group Core Balanced ETF by 26.5% in the third quarter. Lodestone Wealth Management LLC now owns 9,309 shares of the company’s stock worth $289,000 after buying an additional 1,951 shares during the period. Finally, Tempus Wealth Planning LLC increased its stake in shares of Capital Group Core Balanced ETF by 32.0% in the third quarter. Tempus Wealth Planning LLC now owns 91,191 shares of the company’s stock worth $2,831,000 after buying an additional 22,120 shares during the period.

Capital Group Core Balanced ETF Stock Up 0.2 %

Shares of NYSEARCA CGBL opened at $32.28 on Friday. The firm’s fifty day moving average is $31.67 and its 200 day moving average is $31.02. Capital Group Core Balanced ETF has a 52 week low of $27.54 and a 52 week high of $32.48.

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.