Stratos Wealth Advisors LLC Purchases 17,002 Shares of Capital Group Core Balanced ETF $CGBL

Stratos Wealth Advisors LLC raised its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 26.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 81,218 shares of the company’s stock after purchasing an additional 17,002 shares during the quarter. Stratos Wealth Advisors LLC owned 0.06% of Capital Group Core Balanced ETF worth $2,869,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Creekside Partners boosted its holdings in Capital Group Core Balanced ETF by 230.6% during the 3rd quarter. Creekside Partners now owns 41,185 shares of the company’s stock valued at $1,430,000 after acquiring an additional 28,729 shares during the period. Focus Partners Advisor Solutions LLC boosted its stake in shares of Capital Group Core Balanced ETF by 155.5% during the third quarter. Focus Partners Advisor Solutions LLC now owns 41,249 shares of the company’s stock valued at $1,437,000 after purchasing an additional 25,105 shares during the period. Capital Management Associates Inc grew its holdings in shares of Capital Group Core Balanced ETF by 18.9% in the third quarter. Capital Management Associates Inc now owns 221,459 shares of the company’s stock worth $7,689,000 after purchasing an additional 35,270 shares during the last quarter. Bleakley Financial Group LLC increased its stake in Capital Group Core Balanced ETF by 37.3% in the 3rd quarter. Bleakley Financial Group LLC now owns 129,953 shares of the company’s stock worth $4,512,000 after buying an additional 35,271 shares during the period. Finally, DAVENPORT & Co LLC lifted its holdings in Capital Group Core Balanced ETF by 32.8% during the 3rd quarter. DAVENPORT & Co LLC now owns 62,680 shares of the company’s stock valued at $2,176,000 after buying an additional 15,494 shares in the last quarter.

Capital Group Core Balanced ETF Price Performance

Capital Group Core Balanced ETF stock opened at $34.60 on Friday. The stock has a market cap of $5.35 billion, a price-to-earnings ratio of 25.37 and a beta of 0.69. The firm has a 50-day moving average of $35.66 and a two-hundred day moving average of $35.35. Capital Group Core Balanced ETF has a 1 year low of $28.22 and a 1 year high of $36.71.

About Capital Group Core Balanced ETF

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. CGBL was launched on Sep 26, 2023 and is issued by Capital Group.