Capital Group Core Balanced ETF (NYSEARCA:CGBL) Shares Acquired by Smartleaf Asset Management LLC

Smartleaf Asset Management LLC grew its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 10.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 233,146 shares of the company’s stock after purchasing an additional 21,501 shares during the quarter. Capital Group Core Balanced ETF makes up approximately 0.7% of Smartleaf Asset Management LLC’s holdings, making the stock its 20th biggest holding. Smartleaf Asset Management LLC owned about 1.64% of Capital Group Core Balanced ETF worth $7,304,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of CGBL. Financial Advocates Investment Management raised its stake in shares of Capital Group Core Balanced ETF by 22.1% in the 3rd quarter. Financial Advocates Investment Management now owns 14,794 shares of the company’s stock valued at $459,000 after purchasing an additional 2,677 shares in the last quarter. Clear Creek Financial Management LLC raised its stake in shares of Capital Group Core Balanced ETF by 53.1% in the 3rd quarter. Clear Creek Financial Management LLC now owns 58,004 shares of the company’s stock valued at $1,801,000 after purchasing an additional 20,124 shares in the last quarter. Janney Montgomery Scott LLC grew its position in shares of Capital Group Core Balanced ETF by 28.8% during the 3rd quarter. Janney Montgomery Scott LLC now owns 63,631 shares of the company’s stock valued at $1,976,000 after buying an additional 14,246 shares during the last quarter. Confluence Wealth Services Inc. grew its position in shares of Capital Group Core Balanced ETF by 0.7% during the 3rd quarter. Confluence Wealth Services Inc. now owns 60,998 shares of the company’s stock valued at $1,894,000 after buying an additional 428 shares during the last quarter. Finally, Lodestone Wealth Management LLC grew its position in shares of Capital Group Core Balanced ETF by 26.5% during the 3rd quarter. Lodestone Wealth Management LLC now owns 9,309 shares of the company’s stock valued at $289,000 after buying an additional 1,951 shares during the last quarter.

Capital Group Core Balanced ETF Stock Up 0.9 %

Shares of NYSEARCA:CGBL opened at $32.06 on Friday. Capital Group Core Balanced ETF has a fifty-two week low of $27.94 and a fifty-two week high of $32.65. The firm has a 50-day simple moving average of $31.90 and a 200 day simple moving average of $31.45.

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.