Walkner Condon Financial Advisors LLC Has $2.95 Million Stock Holdings in Capital Group Dividend Value ETF $CGDV

Walkner Condon Financial Advisors LLC boosted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 47.6% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,419 shares of the company’s stock after buying an additional 22,380 shares during the period. Walkner Condon Financial Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $2,953,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Hunter Associates Investment Management LLC grew its stake in Capital Group Dividend Value ETF by 14.5% in the first quarter. Hunter Associates Investment Management LLC now owns 264,079 shares of the company’s stock valued at $11,241,000 after acquiring an additional 33,383 shares during the period. CWS Financial Advisors LLC raised its position in shares of Capital Group Dividend Value ETF by 29.3% during the first quarter. CWS Financial Advisors LLC now owns 34,335 shares of the company’s stock worth $1,461,000 after purchasing an additional 7,776 shares during the period. Latitude Advisors LLC raised its position in shares of Capital Group Dividend Value ETF by 15.1% during the first quarter. Latitude Advisors LLC now owns 87,468 shares of the company’s stock worth $3,721,000 after purchasing an additional 11,498 shares during the period. Beacon Financial Advisory LLC lifted its holdings in shares of Capital Group Dividend Value ETF by 2.5% in the 1st quarter. Beacon Financial Advisory LLC now owns 427,974 shares of the company’s stock worth $18,206,000 after purchasing an additional 10,483 shares in the last quarter. Finally, New England Capital Financial Advisors LLC lifted its holdings in shares of Capital Group Dividend Value ETF by 24.7% in the 1st quarter. New England Capital Financial Advisors LLC now owns 142,805 shares of the company’s stock worth $6,075,000 after purchasing an additional 28,319 shares in the last quarter.

Capital Group Dividend Value ETF Stock Performance

NYSEARCA CGDV opened at $48.95 on Friday. The company has a market cap of $36.89 billion, a P/E ratio of 26.59 and a beta of 0.88. The company has a fifty day simple moving average of $48.01 and a 200 day simple moving average of $45.63. Capital Group Dividend Value ETF has a 12-month low of $39.76 and a 12-month high of $49.44.

About Capital Group Dividend Value ETF

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.