Creative Financial Designs Inc. ADV Makes New $41,000 Investment in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Creative Financial Designs Inc. ADV purchased a new position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 1,300 shares of the company’s stock, valued at approximately $41,000.

A number of other institutional investors have also bought and sold shares of the business. Financial Advocates Investment Management increased its stake in Capital Group Core Balanced ETF by 3.0% in the 4th quarter. Financial Advocates Investment Management now owns 15,234 shares of the company’s stock worth $476,000 after buying an additional 440 shares in the last quarter. Lodestone Wealth Management LLC increased its stake in Capital Group Core Balanced ETF by 5.9% in the 4th quarter. Lodestone Wealth Management LLC now owns 9,858 shares of the company’s stock worth $308,000 after buying an additional 549 shares in the last quarter. Advisor OS LLC increased its stake in Capital Group Core Balanced ETF by 4.0% in the 4th quarter. Advisor OS LLC now owns 15,790 shares of the company’s stock worth $494,000 after buying an additional 612 shares in the last quarter. Davies Financial Advisors Inc. grew its position in shares of Capital Group Core Balanced ETF by 1.3% during the fourth quarter. Davies Financial Advisors Inc. now owns 58,906 shares of the company’s stock valued at $1,842,000 after purchasing an additional 780 shares in the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. grew its position in shares of Capital Group Core Balanced ETF by 39.8% during the fourth 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.

Capital Group Core Balanced ETF Stock Down 0.1 %

Shares of Capital Group Core Balanced ETF stock opened at $31.39 on Friday. The firm has a market cap of $1.74 billion, a price-to-earnings ratio of 26.49 and a beta of 0.76. The business has a 50-day moving average price of $31.85 and a 200-day moving average price of $31.53. Capital Group Core Balanced ETF has a twelve month low of $27.94 and a twelve month high of $32.65.

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.