Apollon Wealth Management LLC Grows Position in Capital Group Conservative Equity ETF $CGCV

Apollon Wealth Management LLC boosted its stake in shares of Capital Group Conservative Equity ETF (NYSEARCA:CGCV) by 22.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 118,180 shares of the company’s stock after purchasing an additional 21,341 shares during the period. Apollon Wealth Management LLC owned approximately 0.27% of Capital Group Conservative Equity ETF worth $3,603,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of CGCV. Main Line Retirement Advisors LLC lifted its stake in Capital Group Conservative Equity ETF by 24.3% during the 4th quarter. Main Line Retirement Advisors LLC now owns 19,873 shares of the company’s stock valued at $606,000 after acquiring an additional 3,889 shares during the period. Stratos Wealth Partners LTD. lifted its stake in Capital Group Conservative Equity ETF by 178.4% during the 4th quarter. Stratos Wealth Partners LTD. now owns 18,874 shares of the company’s stock valued at $575,000 after acquiring an additional 12,094 shares during the period. Stratos Wealth Advisors LLC acquired a new stake in Capital Group Conservative Equity ETF during the 4th quarter valued at approximately $208,000. Fearless Solutions LLC dba Best Invest acquired a new stake in Capital Group Conservative Equity ETF during the 4th quarter valued at approximately $309,000. Finally, Hartmann Taylor Wealth Management LLC lifted its stake in Capital Group Conservative Equity ETF by 15.4% during the 4th quarter. Hartmann Taylor Wealth Management LLC now owns 65,984 shares of the company’s stock valued at $2,012,000 after acquiring an additional 8,823 shares during the period.

Capital Group Conservative Equity ETF Stock Performance

Shares of NYSEARCA CGCV opened at $30.80 on Monday. Capital Group Conservative Equity ETF has a 12 month low of $24.89 and a 12 month high of $31.96. The company has a 50 day simple moving average of $30.88 and a two-hundred day simple moving average of $30.60. The stock has a market cap of $1.51 billion, a price-to-earnings ratio of 23.69 and a beta of 0.78.

Capital Group Conservative Equity ETF Profile

The Capital Group Conservative Equity ETF (CGCV) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed, seeking total returns through investments in North American companies. CGCV was launched on Jun 25, 2024 and is issued by Capital Group.