Capital Group Dividend Value ETF $CGDV is Hartmann Taylor Wealth Management LLC’s 3rd Largest Position

Hartmann Taylor Wealth Management LLC raised its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 9.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 326,001 shares of the company’s stock after purchasing an additional 27,134 shares during the period. Capital Group Dividend Value ETF accounts for approximately 9.2% of Hartmann Taylor Wealth Management LLC’s portfolio, making the stock its 3rd largest holding. Hartmann Taylor Wealth Management LLC’s holdings in Capital Group Dividend Value ETF were worth $13,868,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the company. AQR Capital Management LLC bought a new stake in shares of Capital Group Dividend Value ETF in the first quarter valued at approximately $236,000. Franklin Resources Inc. purchased a new stake in shares of Capital Group Dividend Value ETF in the second quarter worth about $226,000. Russell Investments Group Ltd. lifted its holdings in shares of Capital Group Dividend Value ETF by 24.9% in the second quarter. Russell Investments Group Ltd. now owns 4,638 shares of the company’s stock worth $183,000 after buying an additional 925 shares in the last quarter. Brown Advisory Inc. boosted its position in shares of Capital Group Dividend Value ETF by 22.7% in the second quarter. Brown Advisory Inc. now owns 22,270 shares of the company’s stock valued at $879,000 after acquiring an additional 4,118 shares during the period. Finally, Sei Investments Co. grew its stake in Capital Group Dividend Value ETF by 21.1% during the second quarter. Sei Investments Co. now owns 1,169,992 shares of the company’s stock valued at $46,203,000 after acquiring an additional 203,772 shares in the last quarter.

Capital Group Dividend Value ETF Price Performance

Shares of NYSEARCA:CGDV opened at $48.49 on Monday. The firm has a fifty day moving average price of $47.67 and a two-hundred day moving average price of $45.45. Capital Group Dividend Value ETF has a one year low of $39.23 and a one year high of $49.43. The company has a market cap of $34.97 billion, a price-to-earnings ratio of 26.59 and a beta of 0.89.

About Capital Group Dividend Value ETF

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.