Strategic Family Wealth Counselors L.L.C. Raises Stock Position in Capital Group Dividend Value ETF $CGDV

Strategic Family Wealth Counselors L.L.C. boosted its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 220.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,667 shares of the company’s stock after purchasing an additional 34,177 shares during the period. Strategic Family Wealth Counselors L.L.C.’s holdings in Capital Group Dividend Value ETF were worth $2,168,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Armstrong Fleming & Moore Inc increased its position in shares of Capital Group Dividend Value ETF by 22.0% during the fourth quarter. Armstrong Fleming & Moore Inc now owns 250,179 shares of the company’s stock valued at $10,918,000 after acquiring an additional 45,077 shares during the last quarter. Cozad Asset Management Inc. increased its position in shares of Capital Group Dividend Value ETF by 116.8% during the third quarter. Cozad Asset Management Inc. now owns 179,357 shares of the company’s stock valued at $7,538,000 after acquiring an additional 96,612 shares during the last quarter. Kaizen Financial Strategies increased its position in shares of Capital Group Dividend Value ETF by 5.0% during the fourth quarter. Kaizen Financial Strategies now owns 304,926 shares of the company’s stock valued at $13,307,000 after acquiring an additional 14,641 shares during the last quarter. AA Financial Advisors LLC increased its position in shares of Capital Group Dividend Value ETF by 4.5% during the fourth quarter. AA Financial Advisors LLC now owns 755,250 shares of the company’s stock valued at $32,959,000 after acquiring an additional 32,219 shares during the last quarter. Finally, Stratos Wealth Partners LTD. increased its position in shares of Capital Group Dividend Value ETF by 49.3% during the fourth quarter. Stratos Wealth Partners LTD. now owns 245,973 shares of the company’s stock valued at $10,734,000 after acquiring an additional 81,269 shares during the last quarter.

Capital Group Dividend Value ETF Price Performance

Shares of CGDV opened at $47.80 on Thursday. Capital Group Dividend Value ETF has a 1-year low of $36.10 and a 1-year high of $47.88. The stock has a market cap of $34.47 billion, a PE ratio of 26.59 and a beta of 0.89. The firm has a 50-day simple moving average of $44.68 and a two-hundred day simple moving average of $44.25.

Capital Group Dividend Value ETF Company 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.