Wealth Enhancement Advisory Services LLC Sells 608 Shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Wealth Enhancement Advisory Services LLC lowered its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 0.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,152,619 shares of the company’s stock after selling 608 shares during the quarter. Wealth Enhancement Advisory Services LLC owned about 8.12% of Capital Group Core Balanced ETF worth $35,789,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Hobbs Group Advisors LLC increased its holdings in Capital Group Core Balanced ETF by 257.4% in the 3rd quarter. Hobbs Group Advisors LLC now owns 3,217 shares of the company’s stock valued at $100,000 after buying an additional 2,317 shares during the period. ICA Group Wealth Management LLC increased its holdings in Capital Group Core Balanced ETF by 153.9% in the 2nd quarter. ICA Group Wealth Management LLC now owns 4,153 shares of the company’s stock valued at $123,000 after buying an additional 2,517 shares during the period. Ashton Thomas Securities LLC bought a new stake in Capital Group Core Balanced ETF in the 3rd quarter valued at $141,000. Private Trust Co. NA increased its holdings in Capital Group Core Balanced ETF by 28.0% in the 3rd quarter. Private Trust Co. NA now owns 6,591 shares of the company’s stock valued at $205,000 after buying an additional 1,441 shares during the period. Finally, Summit Global Investments bought a new stake in Capital Group Core Balanced ETF in the 3rd quarter valued at $209,000.

Capital Group Core Balanced ETF Price Performance

Shares of Capital Group Core Balanced ETF stock opened at $31.00 on Friday. The company’s fifty day moving average price is $31.67 and its two-hundred day moving average price is $30.91. Capital Group Core Balanced ETF has a 52-week low of $26.96 and a 52-week high of $32.48.

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.