Patriot Financial Group Insurance Agency LLC Purchases 7,791 Shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Patriot Financial Group Insurance Agency LLC raised its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 32.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 31,896 shares of the company’s stock after acquiring an additional 7,791 shares during the quarter. Patriot Financial Group Insurance Agency LLC owned approximately 0.22% of Capital Group Core Balanced ETF worth $997,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of CGBL. Valmark Advisers Inc. raised its stake in shares of Capital Group Core Balanced ETF by 1.6% in the third quarter. Valmark Advisers Inc. now owns 23,072 shares of the company’s stock worth $716,000 after buying an additional 370 shares during the period. Confluence Wealth Services Inc. lifted its holdings in Capital Group Core Balanced ETF by 0.7% during the third quarter. Confluence Wealth Services Inc. now owns 60,998 shares of the company’s stock valued at $1,894,000 after purchasing an additional 428 shares in the last quarter. Davies Financial Advisors Inc. boosted its position in shares of Capital Group Core Balanced ETF by 1.3% in the fourth quarter. Davies Financial Advisors Inc. now owns 58,906 shares of the company’s stock worth $1,842,000 after purchasing an additional 780 shares during the period. Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of Capital Group Core Balanced ETF by 39.8% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,382 shares of the company’s stock worth $106,000 after purchasing an additional 962 shares in the last quarter. Finally, Private Trust Co. NA increased its stake in shares of Capital Group Core Balanced ETF by 28.0% in the third quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock worth $205,000 after purchasing an additional 1,441 shares in the last quarter.

Capital Group Core Balanced ETF Stock Performance

CGBL opened at $31.98 on Wednesday. Capital Group Core Balanced ETF has a fifty-two week low of $27.60 and a fifty-two week high of $32.48. The firm’s fifty day moving average is $31.71 and its 200 day moving average is $31.06.

Capital Group Core Balanced ETF Company 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.