Capital Group Core Balanced ETF $CGBL Shares Bought by AA Financial Advisors LLC

AA Financial Advisors LLC increased its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 110.2% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 136,290 shares of the company’s stock after buying an additional 71,447 shares during the quarter. AA Financial Advisors LLC’s holdings in Capital Group Core Balanced ETF were worth $4,690,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the company. NewEdge Advisors LLC grew its position in Capital Group Core Balanced ETF by 70.1% during the 1st quarter. NewEdge Advisors LLC now owns 33,942 shares of the company’s stock worth $1,052,000 after purchasing an additional 13,986 shares during the last quarter. Jane Street Group LLC lifted its holdings in shares of Capital Group Core Balanced ETF by 25.4% during the first quarter. Jane Street Group LLC now owns 281,274 shares of the company’s stock worth $8,714,000 after purchasing an additional 57,029 shares during the period. Creative Planning purchased a new position in Capital Group Core Balanced ETF during the 2nd quarter worth $218,000. JPMorgan Chase & Co. acquired a new stake in shares of Capital Group Core Balanced ETF in the 2nd quarter worth $269,000. Finally, Diversify Wealth Management LLC lifted its stake in shares of Capital Group Core Balanced ETF by 14.0% in the 2nd quarter. Diversify Wealth Management LLC now owns 11,911 shares of the company’s stock worth $405,000 after acquiring an additional 1,467 shares during the period.

Capital Group Core Balanced ETF Stock Up 0.2%

Shares of NYSEARCA:CGBL opened at $37.67 on Friday. The company has a market cap of $6.27 billion, a price-to-earnings ratio of 25.37 and a beta of 0.69. The firm’s 50-day simple moving average is $37.22 and its 200-day simple moving average is $36.23. Capital Group Core Balanced ETF has a fifty-two week low of $33.15 and a fifty-two week high of $38.20.

Capital Group Core Balanced ETF Company Profile

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. CGBL was launched on Sep 26, 2023 and is issued by Capital Group.