Capital Group Dividend Value ETF (NYSEARCA:CGDV) Holdings Increased by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. increased its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDVFree Report) by 9.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,708,770 shares of the company’s stock after acquiring an additional 388,981 shares during the quarter. Capital Group Dividend Value ETF comprises about 11.2% of Confluence Wealth Services Inc.’s investment portfolio, making the stock its biggest holding. Confluence Wealth Services Inc. owned about 2.07% of Capital Group Dividend Value ETF worth $172,341,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Stratos Wealth Advisors LLC boosted its holdings in Capital Group Dividend Value ETF by 0.8% in the fourth quarter. Stratos Wealth Advisors LLC now owns 54,443 shares of the company’s stock worth $1,920,000 after acquiring an additional 449 shares in the last quarter. Stratos Wealth Partners LTD. raised its position in shares of Capital Group Dividend Value ETF by 88.7% in the 4th quarter. Stratos Wealth Partners LTD. now owns 52,062 shares of the company’s stock worth $1,836,000 after purchasing an additional 24,479 shares during the last quarter. Tempus Wealth Planning LLC boosted its stake in Capital Group Dividend Value ETF by 226.0% in the 4th quarter. Tempus Wealth Planning LLC now owns 177,542 shares of the company’s stock worth $6,260,000 after purchasing an additional 123,075 shares in the last quarter. WJ Wealth Management LLC grew its position in Capital Group Dividend Value ETF by 0.5% during the 4th quarter. WJ Wealth Management LLC now owns 638,993 shares of the company’s stock valued at $22,531,000 after purchasing an additional 3,134 shares during the last quarter. Finally, Fourpath Capital Management LLC increased its stake in Capital Group Dividend Value ETF by 47.9% during the 4th quarter. Fourpath Capital Management LLC now owns 395,612 shares of the company’s stock valued at $13,949,000 after purchasing an additional 128,211 shares in the last quarter.

Capital Group Dividend Value ETF Stock Performance

Shares of Capital Group Dividend Value ETF stock opened at $36.73 on Wednesday. The company has a 50-day simple moving average of $36.07 and a two-hundred day simple moving average of $35.83. Capital Group Dividend Value ETF has a 52-week low of $29.86 and a 52-week high of $37.17. The stock has a market capitalization of $8.37 billion, a PE ratio of 22.38 and a beta of 0.92.

Capital Group Dividend Value ETF Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding CGDV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Capital Group Dividend Value ETF (NYSEARCA:CGDVFree Report).

Institutional Ownership by Quarter for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Receive News & Ratings for Capital Group Dividend Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Capital Group Dividend Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.