Kestra Private Wealth Services LLC Grows Position in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Kestra Private Wealth Services LLC lifted its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBLFree Report) by 68.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 190,043 shares of the company’s stock after purchasing an additional 77,360 shares during the quarter. Kestra Private Wealth Services LLC owned about 1.34% of Capital Group Core Balanced ETF worth $5,943,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Valmark Advisers Inc. raised its position in shares of Capital Group Core Balanced ETF by 1.6% in the 3rd quarter. Valmark Advisers Inc. now owns 23,072 shares of the company’s stock worth $716,000 after purchasing an additional 370 shares during the last quarter. Confluence Wealth Services Inc. increased its stake in Capital Group Core Balanced ETF by 0.7% during the 3rd quarter. Confluence Wealth Services Inc. now owns 60,998 shares of the company’s stock valued at $1,894,000 after purchasing an additional 428 shares in the last quarter. Financial Advocates Investment Management raised its holdings in Capital Group Core Balanced ETF by 3.0% in the fourth quarter. Financial Advocates Investment Management now owns 15,234 shares of the company’s stock worth $476,000 after buying an additional 440 shares during the last quarter. Davies Financial Advisors Inc. lifted its stake in shares of Capital Group Core Balanced ETF by 1.3% in the fourth quarter. Davies Financial Advisors Inc. now owns 58,906 shares of the company’s stock worth $1,842,000 after buying an additional 780 shares in the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. grew its holdings in shares of Capital Group Core Balanced ETF by 39.8% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock valued at $106,000 after buying an additional 962 shares during the last quarter.

Capital Group Core Balanced ETF Price Performance

Capital Group Core Balanced ETF stock opened at $32.29 on Monday. Capital Group Core Balanced ETF has a 12 month low of $27.66 and a 12 month high of $32.65. The stock has a fifty day simple moving average of $31.80 and a two-hundred day simple moving average of $31.17.

Capital Group Core Balanced ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Capital Group Core Balanced ETF (NYSEARCA:CGBL)

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