Atria Wealth Solutions Inc. boosted its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 39.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 91,343 shares of the company’s stock after acquiring an additional 25,952 shares during the period. Atria Wealth Solutions Inc. owned about 0.64% of Capital Group Core Balanced ETF worth $2,856,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Hobbs Group Advisors LLC raised its position in Capital Group Core Balanced ETF by 257.4% during the third quarter. Hobbs Group Advisors LLC now owns 3,217 shares of the company’s stock worth $100,000 after acquiring an additional 2,317 shares during the last quarter. Allworth Financial LP purchased a new stake in shares of Capital Group Core Balanced ETF during the fourth quarter worth about $105,000. Thurston Springer Miller Herd & Titak Inc. grew its holdings in shares of Capital Group Core Balanced ETF by 39.8% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock worth $106,000 after buying an additional 962 shares in the last quarter. Ashton Thomas Securities LLC purchased a new stake in shares of Capital Group Core Balanced ETF during the third quarter worth about $141,000. Finally, Tudor Financial Inc. purchased a new stake in shares of Capital Group Core Balanced ETF during the fourth quarter worth about $202,000.
Capital Group Core Balanced ETF Trading Down 1.0 %
Shares of NYSEARCA CGBL opened at $32.12 on Friday. Capital Group Core Balanced ETF has a 12 month low of $27.94 and a 12 month high of $32.65. The company has a 50-day simple moving average of $31.88 and a 200-day simple moving average of $31.35.
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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