Walkner Condon Financial Advisors LLC Purchases 18,596 Shares of Capital Group Dividend Value ETF $CGDV

Walkner Condon Financial Advisors LLC boosted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 65.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,039 shares of the company’s stock after buying an additional 18,596 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $2,053,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of CGDV. Pflug Koory LLC bought a new stake in shares of Capital Group Dividend Value ETF in the 4th quarter worth approximately $25,000. Triumph Capital Management purchased a new position in Capital Group Dividend Value ETF in the 3rd quarter worth $32,000. CoreCap Advisors LLC raised its position in Capital Group Dividend Value ETF by 93.8% in the 4th quarter. CoreCap Advisors LLC now owns 849 shares of the company’s stock worth $37,000 after purchasing an additional 411 shares during the period. Banco de Sabadell S.A bought a new stake in Capital Group Dividend Value ETF in the second quarter worth $47,000. Finally, MassMutual Private Wealth & Trust FSB lifted its stake in Capital Group Dividend Value ETF by 38,200.0% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 1,149 shares of the company’s stock worth $48,000 after purchasing an additional 1,146 shares during the last quarter.

Capital Group Dividend Value ETF Price Performance

NYSEARCA CGDV opened at $42.69 on Monday. The company has a 50-day simple moving average of $44.39 and a two-hundred day simple moving average of $43.56. Capital Group Dividend Value ETF has a 12-month low of $30.94 and a 12-month high of $46.01. The firm has a market cap of $28.98 billion, a price-to-earnings ratio of 26.59 and a beta of 0.89.

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.