New England Capital Financial Advisors LLC boosted its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 67.6% during the 3rd quarter, Holdings Channel reports. The fund owned 29,894 shares of the company’s stock after acquiring an additional 12,057 shares during the quarter. Capital Group Dividend Value ETF comprises 0.6% of New England Capital Financial Advisors LLC’s portfolio, making the stock its 18th largest holding. New England Capital Financial Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $1,089,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also recently added to or reduced their stakes in the company. Lodestone Wealth Management LLC increased its position in shares of Capital Group Dividend Value ETF by 28.1% during the 3rd quarter. Lodestone Wealth Management LLC now owns 115,724 shares of the company’s stock valued at $4,217,000 after purchasing an additional 25,397 shares during the period. Latitude Advisors LLC increased its position in shares of Capital Group Dividend Value ETF by 9.7% during the 3rd quarter. Latitude Advisors LLC now owns 42,380 shares of the company’s stock valued at $1,544,000 after purchasing an additional 3,733 shares during the period. Confluence Wealth Services Inc. increased its position in shares of Capital Group Dividend Value ETF by 6.4% during the 3rd quarter. Confluence Wealth Services Inc. now owns 4,319,789 shares of the company’s stock valued at $157,413,000 after purchasing an additional 260,067 shares during the period. Janney Montgomery Scott LLC increased its position in shares of Capital Group Dividend Value ETF by 6.0% during the 3rd quarter. Janney Montgomery Scott LLC now owns 1,652,626 shares of the company’s stock valued at $60,222,000 after purchasing an additional 93,985 shares during the period. Finally, Royal Harbor Partners LLC acquired a new position in shares of Capital Group Dividend Value ETF during the 3rd quarter valued at $15,939,000.
Capital Group Dividend Value ETF Stock Performance
Shares of CGDV stock opened at $36.25 on Monday. Capital Group Dividend Value ETF has a 1 year low of $26.71 and a 1 year high of $37.17. The stock has a market cap of $8.26 billion, a PE ratio of 22.38 and a beta of 0.92. The business’s fifty day moving average is $36.07 and its 200-day moving average is $34.28.
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.
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