Stewardship Concepts Financial Services LLC Buys Shares of 205,005 Capital Group Dividend Value ETF $CGDV

Stewardship Concepts Financial Services LLC bought a new position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) in the 4th quarter, HoldingsChannel reports. The fund bought 205,005 shares of the company’s stock, valued at approximately $8,956,000. Capital Group Dividend Value ETF makes up 7.6% of Stewardship Concepts Financial Services LLC’s portfolio, making the stock its biggest holding.

Other institutional investors have also made changes to their positions in the company. Harbor Investment Advisory LLC raised its position in Capital Group Dividend Value ETF by 91.4% in the third quarter. Harbor Investment Advisory LLC now owns 49,925 shares of the company’s stock valued at $2,098,000 after purchasing an additional 23,845 shares during the period. Thrivent Financial for Lutherans acquired a new position in Capital Group Dividend Value ETF during the second quarter worth $1,982,000. Future Financial Wealth Managment LLC purchased a new position in shares of Capital Group Dividend Value ETF during the third quarter worth $5,649,000. Fermata Advisors LLC boosted its position in shares of Capital Group Dividend Value ETF by 9.7% during the third quarter. Fermata Advisors LLC now owns 214,171 shares of the company’s stock worth $9,002,000 after buying an additional 19,012 shares during the period. Finally, Genesis Private Wealth LLC grew its stake in shares of Capital Group Dividend Value ETF by 130.9% in the third quarter. Genesis Private Wealth LLC now owns 24,798 shares of the company’s stock valued at $1,042,000 after buying an additional 14,058 shares in the last quarter.

Capital Group Dividend Value ETF Stock Performance

CGDV stock opened at $42.69 on Friday. The company has a market capitalization of $28.98 billion, a PE ratio of 26.59 and a beta of 0.89. Capital Group Dividend Value ETF has a 12-month low of $30.94 and a 12-month high of $46.01. The business’s fifty day moving average price is $44.39 and its 200 day moving average price is $43.55.

Capital Group Dividend Value ETF 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.