Clarity Wealth Advisors LLC grew its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 69.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 67,031 shares of the company’s stock after buying an additional 27,486 shares during the period. Clarity Wealth Advisors LLC owned approximately 0.47% of Capital Group Core Balanced ETF worth $2,096,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also recently made changes to their positions in the business. Hobbs Group Advisors LLC increased its position in Capital Group Core Balanced ETF by 257.4% during the third quarter. Hobbs Group Advisors LLC now owns 3,217 shares of the company’s stock valued at $100,000 after acquiring an additional 2,317 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. raised its position in Capital Group Core Balanced ETF by 39.8% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock worth $106,000 after purchasing an additional 962 shares during the period. Ashton Thomas Securities LLC bought a new stake in Capital Group Core Balanced ETF in the third quarter worth about $141,000. Tudor Financial Inc. purchased a new position in shares of Capital Group Core Balanced ETF during the fourth quarter valued at approximately $202,000. Finally, Private Trust Co. NA raised its holdings in shares of Capital Group Core Balanced ETF by 28.0% in the third 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 during the period.
Capital Group Core Balanced ETF Price Performance
Shares of CGBL stock opened at $32.29 on Friday. The stock has a 50 day moving average price of $31.80 and a 200 day moving average price of $31.15. Capital Group Core Balanced ETF has a 52-week low of $27.66 and a 52-week high of $32.65.
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.
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