Capital Group Dividend Value ETF $CGDV Shares Bought by AA Financial Advisors LLC

AA Financial Advisors LLC grew its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 4.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 755,250 shares of the company’s stock after purchasing an additional 32,219 shares during the quarter. Capital Group Dividend Value ETF comprises approximately 6.1% of AA Financial Advisors LLC’s investment portfolio, making the stock its 2nd biggest holding. AA Financial Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $32,959,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in CGDV. Johnson Bixby & Associates LLC increased its position in Capital Group Dividend Value ETF by 3.1% during the 4th quarter. Johnson Bixby & Associates LLC now owns 2,071,128 shares of the company’s stock valued at $90,384,000 after buying an additional 62,875 shares in the last quarter. WESPAC Advisors LLC boosted its holdings in Capital Group Dividend Value ETF by 63.1% in the fourth quarter. WESPAC Advisors LLC now owns 102,552 shares of the company’s stock worth $4,475,000 after acquiring an additional 39,680 shares in the last quarter. Ballew Advisors Inc purchased a new stake in shares of Capital Group Dividend Value ETF during the fourth quarter worth about $434,000. Spire Wealth Management grew its stake in shares of Capital Group Dividend Value ETF by 12.1% during the fourth quarter. Spire Wealth Management now owns 99,082 shares of the company’s stock worth $4,324,000 after acquiring an additional 10,720 shares during the last quarter. Finally, Auctus Advisors LLC acquired a new position in shares of Capital Group Dividend Value ETF during the fourth quarter valued at about $347,000.

Capital Group Dividend Value ETF Price Performance

Shares of Capital Group Dividend Value ETF stock opened at $41.70 on Monday. The company has a 50 day moving average price of $44.57 and a 200 day moving average price of $43.54. The firm has a market capitalization of $26.63 billion, a P/E ratio of 26.59 and a beta of 0.89. Capital Group Dividend Value ETF has a 52 week low of $30.94 and a 52 week high of $46.01.

Capital Group Dividend Value ETF Company 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. CGDV was launched on Feb 22, 2022 and is managed by Capital Group.