CWS Financial Advisors LLC Purchases 14,886 Shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL)

CWS Financial Advisors LLC grew its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 51.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 43,903 shares of the company’s stock after buying an additional 14,886 shares during the quarter. Capital Group Core Balanced ETF accounts for approximately 0.4% of CWS Financial Advisors LLC’s investment portfolio, making the stock its 29th biggest holding. CWS Financial Advisors LLC owned 0.31% of Capital Group Core Balanced ETF worth $1,373,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of CGBL. Confluence Wealth Services Inc. lifted its position in shares of Capital Group Core Balanced ETF by 252.5% during the 4th quarter. Confluence Wealth Services Inc. now owns 214,999 shares of the company’s stock worth $6,923,000 after buying an additional 154,001 shares in the last quarter. Endeavor Private Wealth Inc. bought a new position in shares of Capital Group Core Balanced ETF during the 4th quarter worth approximately $3,842,000. High Net Worth Advisory Group LLC lifted its position in shares of Capital Group Core Balanced ETF by 821.8% during the 4th quarter. High Net Worth Advisory Group LLC now owns 125,600 shares of the company’s stock worth $3,928,000 after buying an additional 111,975 shares in the last quarter. ST Germain D J Co. Inc. lifted its position in shares of 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 buying an additional 104,540 shares in the last quarter. Finally, Harbour Investments Inc. lifted its position in shares of Capital Group Core Balanced ETF by 73.0% during the 3rd quarter. Harbour Investments Inc. now owns 222,857 shares of the company’s stock worth $6,920,000 after buying an additional 94,015 shares in the last quarter.

Capital Group Core Balanced ETF Stock Down 0.3 %

NYSEARCA:CGBL opened at $32.01 on Tuesday. The firm’s 50 day moving average is $31.87 and its 200 day moving average is $31.40. Capital Group Core Balanced ETF has a 12 month low of $27.94 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.