Global Retirement Partners LLC Grows Stock Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Global Retirement Partners LLC lifted its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 5.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 689,122 shares of the company’s stock after purchasing an additional 34,932 shares during the period. Capital Group Dividend Value ETF accounts for approximately 0.7% of Global Retirement Partners LLC’s portfolio, making the stock its 24th largest position. Global Retirement Partners LLC’s holdings in Capital Group Dividend Value ETF were worth $24,298,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of CGDV. Creative Planning lifted its holdings in Capital Group Dividend Value ETF by 36.9% in the 3rd quarter. Creative Planning now owns 28,271 shares of the company’s stock worth $1,030,000 after buying an additional 7,618 shares during the period. Trilogy Capital Inc. lifted its stake in Capital Group Dividend Value ETF by 154.8% in the third quarter. Trilogy Capital Inc. now owns 21,635 shares of the company’s stock worth $788,000 after acquiring an additional 13,143 shares during the period. Calton & Associates Inc. boosted its holdings in Capital Group Dividend Value ETF by 167.9% in the third quarter. Calton & Associates Inc. now owns 24,802 shares of the company’s stock valued at $904,000 after acquiring an additional 15,544 shares in the last quarter. Fortis Group Advisors LLC purchased a new position in Capital Group Dividend Value ETF during the 3rd quarter valued at $1,084,000. Finally, Warner Financial Inc. bought a new position in Capital Group Dividend Value ETF in the 3rd quarter worth $319,000.

Capital Group Dividend Value ETF Trading Up 0.0 %

NYSEARCA:CGDV opened at $37.21 on Wednesday. The company has a 50-day moving average price of $36.15 and a 200-day moving average price of $36.02. The stock has a market cap of $8.48 billion, a price-to-earnings ratio of 22.38 and a beta of 0.92. Capital Group Dividend Value ETF has a 12 month low of $30.28 and a 12 month high of $37.38.

About Capital Group Dividend Value ETF

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.