Capital Group Dividend Value ETF $CGDV Shares Acquired by Quantum Financial Planning Services Inc.

Quantum Financial Planning Services Inc. lifted its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 23.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 189,274 shares of the company’s stock after acquiring an additional 36,086 shares during the quarter. Capital Group Dividend Value ETF makes up about 2.9% of Quantum Financial Planning Services Inc.’s portfolio, making the stock its 7th biggest holding. Quantum Financial Planning Services Inc.’s holdings in Capital Group Dividend Value ETF were worth $9,327,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. CoreCap Advisors LLC grew its position in shares of Capital Group Dividend Value ETF by 19.5% in the second quarter. CoreCap Advisors LLC now owns 1,338 shares of the company’s stock valued at $66,000 after purchasing an additional 218 shares during the last quarter. Berger Financial Group Inc increased its position in shares of Capital Group Dividend Value ETF by 3.1% in the first quarter. Berger Financial Group Inc now owns 7,519 shares of the company’s stock worth $320,000 after purchasing an additional 224 shares during the period. Clark Capital Management Group Inc. raised its stake in Capital Group Dividend Value ETF by 2.4% in the third quarter. Clark Capital Management Group Inc. now owns 9,984 shares of the company’s stock valued at $420,000 after purchasing an additional 238 shares in the last quarter. Cim LLC lifted its holdings in shares of Capital Group Dividend Value ETF by 2.3% during the 3rd quarter. Cim LLC now owns 11,280 shares of the company’s stock worth $474,000 after acquiring an additional 250 shares during the period. Finally, Warner Financial Inc. lifted its stake in Capital Group Dividend Value ETF by 1.1% during the second quarter. Warner Financial Inc. now owns 23,487 shares of the company’s stock worth $1,157,000 after purchasing an additional 263 shares during the last quarter.

Capital Group Dividend Value ETF Trading Up 0.2%

CGDV opened at $51.25 on Thursday. Capital Group Dividend Value ETF has a 1-year low of $40.64 and a 1-year high of $51.49. The company has a market cap of $38.87 billion, a P/E ratio of 26.59 and a beta of 0.88. The company’s 50 day moving average is $49.18 and its 200-day moving average is $46.74.

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.