Olistico Wealth LLC Grows Position in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Olistico Wealth LLC increased its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 9.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 147,350 shares of the company’s stock after acquiring an additional 12,693 shares during the quarter. Capital Group Dividend Value ETF comprises 3.0% of Olistico Wealth LLC’s holdings, making the stock its 8th biggest position. Olistico Wealth LLC’s holdings in Capital Group Dividend Value ETF were worth $5,196,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of CGDV. Creative Planning boosted its holdings in Capital Group Dividend Value ETF by 36.9% in the third quarter. Creative Planning now owns 28,271 shares of the company’s stock worth $1,030,000 after acquiring an additional 7,618 shares in the last quarter. Souders Financial Advisors raised its position in shares of Capital Group Dividend Value ETF by 1.9% in the 2nd quarter. Souders Financial Advisors now owns 728,080 shares of the company’s stock valued at $24,027,000 after purchasing an additional 13,907 shares during the last quarter. Prospect Financial Services LLC acquired a new stake in Capital Group Dividend Value ETF in the 3rd quarter worth approximately $248,000. PFG Advisors grew its position in Capital Group Dividend Value ETF by 13.5% during the 3rd quarter. PFG Advisors now owns 75,993 shares of the company’s stock worth $2,769,000 after purchasing an additional 9,056 shares during the last quarter. Finally, Armstrong Fleming & Moore Inc increased its stake in Capital Group Dividend Value ETF by 23.1% during the 3rd quarter. Armstrong Fleming & Moore Inc now owns 116,198 shares of the company’s stock valued at $4,234,000 after purchasing an additional 21,827 shares in the last quarter.

Capital Group Dividend Value ETF Trading Down 0.2 %

NYSEARCA CGDV opened at $36.23 on Thursday. Capital Group Dividend Value ETF has a 12-month low of $29.85 and a 12-month high of $37.17. The company has a fifty day simple moving average of $36.02 and a two-hundred day simple moving average of $35.64. The stock has a market cap of $8.26 billion, a P/E ratio of 22.38 and a beta of 0.92.

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.