Beacon Financial Advisory LLC Buys 2,141 Shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Beacon Financial Advisory LLC grew its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 10.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,055 shares of the company’s stock after acquiring an additional 2,141 shares during the quarter. Beacon Financial Advisory LLC owned 0.16% of Capital Group Core Balanced ETF worth $690,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also made changes to their positions in the company. Hobbs Group Advisors LLC raised its stake in Capital Group Core Balanced ETF by 257.4% in the third quarter. Hobbs Group Advisors LLC now owns 3,217 shares of the company’s stock worth $100,000 after buying an additional 2,317 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. increased its stake in Capital Group Core Balanced ETF by 39.8% during the 4th 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 in the last quarter. Ashton Thomas Securities LLC purchased a new position in shares of Capital Group Core Balanced ETF in the third quarter worth $141,000. Tudor Financial Inc. purchased a new stake in shares of Capital Group Core Balanced ETF during the fourth quarter valued at $202,000. Finally, Private Trust Co. NA increased its position 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 valued at $205,000 after acquiring an additional 1,441 shares during the period.

Capital Group Core Balanced ETF Stock Performance

Shares of NYSEARCA CGBL opened at $32.44 on Thursday. Capital Group Core Balanced ETF has a 12 month low of $27.66 and a 12 month high of $32.48. The company has a 50 day simple moving average of $31.77 and a two-hundred day simple moving average of $31.13.

Capital Group Core Balanced ETF 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.