Capital Group Dividend Value ETF $CGDV Shares Bought by PCG Wealth Advisors LLC

PCG Wealth Advisors LLC grew its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 42.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 138,462 shares of the company’s stock after buying an additional 41,244 shares during the period. Capital Group Dividend Value ETF accounts for approximately 1.7% of PCG Wealth Advisors LLC’s investment portfolio, making the stock its 16th largest position. PCG Wealth Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $6,042,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Pflug Koory LLC purchased a new stake in shares of Capital Group Dividend Value ETF during the 4th quarter valued at approximately $25,000. Bay Harbor Wealth Management LLC purchased a new position in Capital Group Dividend Value ETF in the fourth quarter worth approximately $32,000. Triumph Capital Management acquired a new stake in Capital Group Dividend Value ETF during the third quarter worth $32,000. CoreCap Advisors LLC increased 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 during the last quarter. Finally, Huntington National Bank purchased a new stake in Capital Group Dividend Value ETF in the third quarter valued at $49,000.

Capital Group Dividend Value ETF Stock Up 1.2%

Shares of Capital Group Dividend Value ETF stock opened at $48.38 on Friday. The firm has a market cap of $34.89 billion, a PE ratio of 26.59 and a beta of 0.89. Capital Group Dividend Value ETF has a 52 week low of $36.10 and a 52 week high of $48.49. The business’s fifty day simple moving average is $44.75 and its 200-day simple moving average is $44.29.

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.