Capital Group Core Balanced ETF (NYSEARCA:CGBL) Shares Acquired by Beacon Financial Advisory LLC

Beacon Financial Advisory LLC boosted its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 10.8% in the 4th quarter, HoldingsChannel reports. The firm owned 22,055 shares of the company’s stock after purchasing an additional 2,141 shares during the period. Beacon Financial Advisory LLC’s holdings in Capital Group Core Balanced ETF were worth $690,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Advance Capital Management Inc. lifted its holdings in shares of Capital Group Core Balanced ETF by 3.1% during the 4th quarter. Advance Capital Management Inc. now owns 2,160,553 shares of the company’s stock valued at $67,561,000 after acquiring an additional 65,778 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Capital Group Core Balanced ETF by 120.8% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 1,153,227 shares of the company’s stock valued at $35,808,000 after buying an additional 630,992 shares during the last quarter. ST Germain D J Co. Inc. grew its holdings in Capital Group Core Balanced ETF by 22.3% during the 4th quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock worth $17,923,000 after acquiring an additional 104,540 shares in the last quarter. Raymond James & Associates increased its position in shares of Capital Group Core Balanced ETF by 2,489.3% in the 3rd quarter. Raymond James & Associates now owns 491,605 shares of the company’s stock worth $15,264,000 after purchasing an additional 472,619 shares during the last quarter. Finally, Private Advisor Group LLC raised its stake in shares of Capital Group Core Balanced ETF by 300.1% in the 3rd quarter. Private Advisor Group LLC now owns 263,295 shares of the company’s stock valued at $8,175,000 after purchasing an additional 197,484 shares in the last quarter.

Capital Group Core Balanced ETF Trading Up 0.8 %

NYSEARCA:CGBL opened at $32.44 on Thursday. Capital Group Core Balanced ETF has a one year low of $27.66 and a one year high of $32.48. The stock has a 50-day simple moving average of $31.77 and a 200 day simple moving average of $31.13.

About Capital Group Core Balanced ETF

The Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash.