CJM Wealth Advisers Ltd. Has $24.57 Million Stock Position in Capital Group Dividend Value ETF $CGDV

CJM Wealth Advisers Ltd. increased its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 14.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 498,563 shares of the company’s stock after acquiring an additional 61,812 shares during the quarter. Capital Group Dividend Value ETF makes up approximately 6.5% of CJM Wealth Advisers Ltd.’s holdings, making the stock its 4th biggest holding. CJM Wealth Advisers Ltd.’s holdings in Capital Group Dividend Value ETF were worth $24,569,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. AQR Capital Management LLC acquired a new position in Capital Group Dividend Value ETF in the first quarter valued at approximately $236,000. Franklin Resources Inc. acquired a new stake in shares of Capital Group Dividend Value ETF during the 2nd quarter worth approximately $226,000. Russell Investments Group Ltd. lifted its holdings in shares of Capital Group Dividend Value ETF by 24.9% in the 2nd quarter. Russell Investments Group Ltd. now owns 4,638 shares of the company’s stock worth $183,000 after purchasing an additional 925 shares during the last quarter. Brown Advisory Inc. lifted its holdings in shares of Capital Group Dividend Value ETF by 22.7% in the 2nd quarter. Brown Advisory Inc. now owns 22,270 shares of the company’s stock worth $879,000 after purchasing an additional 4,118 shares during the last quarter. Finally, Sei Investments Co. boosted its position in Capital Group Dividend Value ETF by 21.1% during the 2nd quarter. Sei Investments Co. now owns 1,169,992 shares of the company’s stock valued at $46,203,000 after purchasing an additional 203,772 shares during the period.

Capital Group Dividend Value ETF Price Performance

Shares of CGDV opened at $51.25 on Thursday. Capital Group Dividend Value ETF has a 12 month low of $40.64 and a 12 month high of $51.49. The stock has a fifty day moving average price of $49.18 and a 200 day moving average price of $46.74. The company has a market cap of $38.87 billion, a P/E ratio of 26.59 and a beta of 0.88.

Capital Group Dividend Value ETF Company Profile

The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks. CGDV was launched on Feb 22, 2022 and is managed by Capital Group.