Regatta Capital Group LLC Has $3.40 Million Position in Capital Group Conservative Equity ETF $CGCV

Regatta Capital Group LLC grew its holdings in shares of Capital Group Conservative Equity ETF (NYSEARCA:CGCV) by 19.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 111,520 shares of the company’s stock after buying an additional 17,869 shares during the quarter. Regatta Capital Group LLC’s holdings in Capital Group Conservative Equity ETF were worth $3,400,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of CGCV. M.E. Allison & CO. Inc. increased its position in shares of Capital Group Conservative Equity ETF by 27.7% in the fourth quarter. M.E. Allison & CO. Inc. now owns 14,260 shares of the company’s stock valued at $435,000 after acquiring an additional 3,090 shares during the last quarter. DAVENPORT & Co LLC acquired a new position in Capital Group Conservative Equity ETF during the fourth quarter valued at approximately $286,000. Bulwark Capital Corp grew its stake in Capital Group Conservative Equity ETF by 21.8% in the fourth quarter. Bulwark Capital Corp now owns 84,822 shares of the company’s stock valued at $2,586,000 after purchasing an additional 15,183 shares in the last quarter. KWB Wealth acquired a new position in shares of Capital Group Conservative Equity ETF during the 4th quarter worth approximately $528,000. Finally, Financial Management Network Inc. increased its position in shares of Capital Group Conservative Equity ETF by 19.9% during the 4th quarter. Financial Management Network Inc. now owns 196,025 shares of the company’s stock worth $6,012,000 after purchasing an additional 32,568 shares during the last quarter.

Capital Group Conservative Equity ETF Trading Down 1.3%

NYSEARCA:CGCV opened at $29.73 on Friday. The stock has a market capitalization of $1.34 billion, a PE ratio of 23.69 and a beta of 0.72. Capital Group Conservative Equity ETF has a 1-year low of $23.93 and a 1-year high of $31.96. The firm has a fifty day simple moving average of $31.10 and a 200 day simple moving average of $30.58.

Capital Group Conservative Equity ETF Profile

The Capital Group Conservative Equity ETF (CGCV) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed, seeking total returns through investments in North American companies. CGCV was launched on Jun 25, 2024 and is issued by Capital Group.