Secure Asset Management LLC Has $8.08 Million Stock Holdings in Capital Group Dividend Value ETF $CGDV

Secure Asset Management LLC lifted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 9.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 185,088 shares of the company’s stock after buying an additional 16,123 shares during the quarter. Capital Group Dividend Value ETF comprises approximately 1.3% of Secure Asset Management LLC’s holdings, making the stock its 16th largest position. Secure Asset Management LLC’s holdings in Capital Group Dividend Value ETF were worth $8,077,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of CGDV. Pflug Koory LLC bought a new position in shares of Capital Group Dividend Value ETF in the fourth quarter worth about $25,000. Triumph Capital Management acquired a new stake in shares of Capital Group Dividend Value ETF in the third quarter worth $32,000. CoreCap Advisors LLC grew its stake in shares of Capital Group Dividend Value ETF by 93.8% in the fourth quarter. CoreCap Advisors LLC now owns 849 shares of the company’s stock worth $37,000 after acquiring an additional 411 shares during the last quarter. MassMutual Private Wealth & Trust FSB increased its position in Capital Group Dividend Value ETF by 38,200.0% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 1,149 shares of the company’s stock worth $48,000 after acquiring an additional 1,146 shares during the period. Finally, Huntington National Bank acquired a new position in Capital Group Dividend Value ETF during the 3rd quarter valued at $49,000.

Capital Group Dividend Value ETF Price Performance

Shares of Capital Group Dividend Value ETF stock opened at $42.69 on Monday. The company has a market cap of $28.98 billion, a PE ratio of 26.59 and a beta of 0.89. The firm has a fifty day moving average price of $44.39 and a two-hundred day moving average price of $43.56. Capital Group Dividend Value ETF has a fifty-two week low of $30.94 and a fifty-two week high of $46.01.

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.