Stratos Wealth Advisors LLC lifted its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 26.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,252 shares of the company’s stock after purchasing an additional 5,355 shares during the period. Stratos Wealth Advisors LLC owned 0.18% of Capital Group Core Balanced ETF worth $790,000 at the end of the most recent quarter.
Several other large investors also recently made changes to their positions in the stock. Janney Montgomery Scott LLC raised its position in Capital Group Core Balanced ETF by 101.0% during the fourth quarter. Janney Montgomery Scott LLC now owns 127,875 shares of the company’s stock worth $3,999,000 after acquiring an additional 64,244 shares in the last quarter. Bleakley Financial Group LLC increased its stake in shares of Capital Group Core Balanced ETF by 21.5% during the 3rd quarter. Bleakley Financial Group LLC now owns 20,654 shares of the company’s stock worth $641,000 after purchasing an additional 3,652 shares during the last quarter. ST Germain D J Co. Inc. raised its holdings in shares of Capital Group Core Balanced ETF by 22.3% in the 4th quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock valued at $17,923,000 after purchasing an additional 104,540 shares during the period. AA Financial Advisors LLC lifted its stake in Capital Group Core Balanced ETF by 15.4% in the 3rd quarter. AA Financial Advisors LLC now owns 58,758 shares of the company’s stock valued at $1,824,000 after purchasing an additional 7,830 shares during the last quarter. Finally, Lodestone Wealth Management LLC grew its holdings in Capital Group Core Balanced ETF by 26.5% during the third quarter. Lodestone Wealth Management LLC now owns 9,309 shares of the company’s stock worth $289,000 after purchasing an additional 1,951 shares during the period.
Capital Group Core Balanced ETF Stock Performance
NYSEARCA:CGBL opened at $32.56 on Friday. Capital Group Core Balanced ETF has a 12-month low of $27.66 and a 12-month high of $32.65. The stock’s 50 day moving average price is $31.78 and its two-hundred day moving average price is $31.14.
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.
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