Patriot Financial Group Insurance Agency LLC Purchases 7,791 Shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Patriot Financial Group Insurance Agency LLC boosted its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 32.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 31,896 shares of the company’s stock after acquiring an additional 7,791 shares during the period. Patriot Financial Group Insurance Agency LLC’s holdings in Capital Group Core Balanced ETF were worth $997,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in CGBL. Valmark Advisers Inc. raised its holdings in shares of Capital Group Core Balanced ETF by 1.6% during the 3rd quarter. Valmark Advisers Inc. now owns 23,072 shares of the company’s stock worth $716,000 after acquiring an additional 370 shares in the last quarter. Confluence Wealth Services Inc. increased its position in Capital Group Core Balanced ETF by 0.7% in the third quarter. Confluence Wealth Services Inc. now owns 60,998 shares of the company’s stock worth $1,894,000 after purchasing an additional 428 shares during the last quarter. Davies Financial Advisors Inc. raised its stake in Capital Group Core Balanced ETF by 1.3% during the fourth quarter. Davies Financial Advisors Inc. now owns 58,906 shares of the company’s stock valued at $1,842,000 after purchasing an additional 780 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its position in Capital Group Core Balanced ETF by 39.8% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock valued at $106,000 after purchasing an additional 962 shares during the last quarter. Finally, Private Trust Co. NA grew its stake in shares of Capital Group Core Balanced ETF by 28.0% in the 3rd quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock worth $205,000 after buying an additional 1,441 shares in the last quarter.

Capital Group Core Balanced ETF Stock Performance

Shares of NYSEARCA CGBL opened at $31.98 on Wednesday. Capital Group Core Balanced ETF has a 12-month low of $27.60 and a 12-month high of $32.48. The firm’s 50-day moving average price is $31.71 and its 200-day moving average price is $31.06.

Capital Group Core Balanced ETF Company 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.