Kaizen Financial Strategies Has $13.31 Million Stock Holdings in Capital Group Dividend Value ETF $CGDV

Kaizen Financial Strategies raised its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 5.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 304,926 shares of the company’s stock after acquiring an additional 14,641 shares during the quarter. Capital Group Dividend Value ETF accounts for 5.9% of Kaizen Financial Strategies’ investment portfolio, making the stock its 4th biggest holding. Kaizen Financial Strategies’ holdings in Capital Group Dividend Value ETF were worth $13,307,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Pflug Koory LLC acquired a new stake in shares of Capital Group Dividend Value ETF during the 4th quarter worth approximately $25,000. Triumph Capital Management acquired a new position in shares of Capital Group Dividend Value ETF during the 3rd quarter valued at $32,000. CoreCap Advisors LLC boosted its stake in Capital Group Dividend Value ETF by 93.8% during the fourth quarter. CoreCap Advisors LLC now owns 849 shares of the company’s stock worth $37,000 after acquiring an additional 411 shares in the last quarter. MassMutual Private Wealth & Trust FSB boosted its stake in Capital Group Dividend Value ETF by 38,200.0% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 1,149 shares of the company’s stock worth $48,000 after acquiring an additional 1,146 shares in the last quarter. Finally, Huntington National Bank acquired a new stake in Capital Group Dividend Value ETF in the third quarter worth $49,000.

Capital Group Dividend Value ETF Stock Performance

CGDV opened at $42.69 on Monday. Capital Group Dividend Value ETF has a 1-year low of $30.94 and a 1-year high of $46.01. The company has a market cap of $28.98 billion, a P/E ratio of 26.59 and a beta of 0.89. The company has a fifty day moving average price of $44.39 and a two-hundred day moving average price of $43.56.

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. CGDV was launched on Feb 22, 2022 and is managed by Capital Group.