Essex Financial Services Inc. Raises Stock Holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Essex Financial Services Inc. raised its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 134.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 42,328 shares of the company’s stock after buying an additional 24,270 shares during the period. Essex Financial Services Inc. owned about 0.30% of Capital Group Core Balanced ETF worth $1,324,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. CWM LLC lifted its holdings in Capital Group Core Balanced ETF by 24.8% in the 3rd quarter. CWM LLC now owns 49,104 shares of the company’s stock worth $1,525,000 after buying an additional 9,754 shares during the period. Concourse Financial Group Securities Inc. lifted its stake in Capital Group Core Balanced ETF by 175.0% in the third quarter. Concourse Financial Group Securities Inc. now owns 45,648 shares of the company’s stock worth $1,424,000 after acquiring an additional 29,051 shares during the period. Koshinski Asset Management Inc. boosted its holdings in Capital Group Core Balanced ETF by 129.5% in the third quarter. Koshinski Asset Management Inc. now owns 28,848 shares of the company’s stock valued at $896,000 after acquiring an additional 16,279 shares in the last quarter. Keystone Wealth Services LLC purchased a new position in Capital Group Core Balanced ETF during the 3rd quarter valued at $694,000. Finally, Bleakley Financial Group LLC raised its holdings in Capital Group Core Balanced ETF by 21.5% in 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 in the last quarter.

Capital Group Core Balanced ETF Stock Down 0.2 %

NYSEARCA:CGBL opened at $32.37 on Wednesday. The company has a 50-day moving average price of $31.81 and a 200-day moving average price of $31.20. Capital Group Core Balanced ETF has a 12 month low of $27.66 and a 12 month high of $32.65.

Capital Group Core Balanced ETF Company Profile

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.