Ethos Financial Group LLC Has $4.26 Million Stock Position in Capital Group Dividend Value ETF $CGDV

Ethos Financial Group LLC lessened its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 18.1% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 99,810 shares of the company’s stock after selling 21,997 shares during the period. Ethos Financial Group LLC’s holdings in Capital Group Dividend Value ETF were worth $4,257,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of CGDV. Berger Financial Group Inc grew its position in shares of Capital Group Dividend Value ETF by 3.1% in the 1st quarter. Berger Financial Group Inc now owns 7,519 shares of the company’s stock valued at $320,000 after buying an additional 224 shares during the last quarter. Clark Capital Management Group Inc. increased its stake in shares of Capital Group Dividend Value ETF by 2.4% in the third quarter. Clark Capital Management Group Inc. now owns 9,984 shares of the company’s stock valued at $420,000 after buying an additional 238 shares during the period. Cim LLC raised its position in shares of Capital Group Dividend Value ETF by 2.3% during the third quarter. Cim LLC now owns 11,280 shares of the company’s stock worth $474,000 after acquiring an additional 250 shares during the last quarter. Ameriprise Financial Inc. raised its position in shares of Capital Group Dividend Value ETF by 1.7% during the second quarter. Ameriprise Financial Inc. now owns 16,080 shares of the company’s stock worth $635,000 after acquiring an additional 263 shares during the last quarter. Finally, OneAscent Financial Services LLC lifted its stake in shares of Capital Group Dividend Value ETF by 0.7% in the fourth quarter. OneAscent Financial Services LLC now owns 43,691 shares of the company’s stock worth $1,907,000 after acquiring an additional 294 shares during the period.

Capital Group Dividend Value ETF Price Performance

Shares of CGDV stock opened at $49.01 on Wednesday. Capital Group Dividend Value ETF has a one year low of $39.87 and a one year high of $49.55. The business’s 50 day simple moving average is $48.42 and its 200 day simple moving average is $45.92. The stock has a market capitalization of $36.52 billion, a PE ratio of 26.59 and a beta of 0.88.

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.