Capital Group Core Balanced ETF $CGBL Shares Acquired by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC boosted its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 286.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 202,522 shares of the company’s stock after purchasing an additional 150,096 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Capital Group Core Balanced ETF were worth $6,969,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Janney Montgomery Scott LLC boosted its holdings in shares of Capital Group Core Balanced ETF by 55.3% in the 1st quarter. Janney Montgomery Scott LLC now owns 1,342,291 shares of the company’s stock valued at $46,188,000 after purchasing an additional 478,121 shares during the last quarter. Onyx Bridge Wealth Group LLC increased its holdings in shares of Capital Group Core Balanced ETF by 7.2% during the 1st quarter. Onyx Bridge Wealth Group LLC now owns 122,508 shares of the company’s stock worth $4,218,000 after buying an additional 8,225 shares during the last quarter. AA Financial Advisors LLC increased its holdings in shares of Capital Group Core Balanced ETF by 110.2% during the 1st quarter. AA Financial Advisors LLC now owns 136,290 shares of the company’s stock worth $4,690,000 after buying an additional 71,447 shares during the last quarter. Independent Wealth Network Inc. raised its position in shares of Capital Group Core Balanced ETF by 21.8% in the 1st quarter. Independent Wealth Network Inc. now owns 34,179 shares of the company’s stock worth $1,176,000 after buying an additional 6,114 shares during the period. Finally, Silver Oak Securities Incorporated boosted its holdings in Capital Group Core Balanced ETF by 52.2% in the first quarter. Silver Oak Securities Incorporated now owns 15,663 shares of the company’s stock valued at $539,000 after acquiring an additional 5,371 shares during the last quarter.

Capital Group Core Balanced ETF Trading Down 0.2%

Shares of Capital Group Core Balanced ETF stock opened at $37.61 on Friday. The business’s fifty day moving average price is $37.25 and its 200 day moving average price is $36.24. Capital Group Core Balanced ETF has a twelve month low of $33.25 and a twelve month high of $38.20. The stock has a market capitalization of $6.26 billion, a P/E ratio of 25.37 and a beta of 0.69.

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. CGBL was launched on Sep 26, 2023 and is issued by Capital Group.