Janney Montgomery Scott LLC increased its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 101.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 127,875 shares of the company’s stock after acquiring an additional 64,244 shares during the quarter. Janney Montgomery Scott LLC owned about 0.90% of Capital Group Core Balanced ETF worth $3,999,000 at the end of the most recent quarter.
Several other institutional investors also recently bought and sold shares of CGBL. Hobbs Group Advisors LLC boosted its holdings in shares of Capital Group Core Balanced ETF by 257.4% during the 3rd quarter. Hobbs Group Advisors LLC now owns 3,217 shares of the company’s stock valued at $100,000 after purchasing an additional 2,317 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its position in shares of Capital Group Core Balanced ETF by 39.8% in 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 position in Capital Group Core Balanced ETF during the 3rd quarter valued at approximately $141,000. Tudor Financial Inc. bought a new stake in Capital Group Core Balanced ETF in the 4th quarter worth approximately $202,000. Finally, Private Trust Co. NA raised its holdings in shares of Capital Group Core Balanced ETF by 28.0% during the 3rd quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock worth $205,000 after acquiring an additional 1,441 shares in the last quarter.
Capital Group Core Balanced ETF Trading Up 0.6 %
NYSEARCA CGBL opened at $32.16 on Friday. The stock has a 50 day moving average price of $31.73 and a 200-day moving average price of $31.08. Capital Group Core Balanced ETF has a one year low of $27.60 and a one year high of $32.48.
Capital Group Core Balanced ETF 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.
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