Sigma Planning Corp Has $4.87 Million Stake in Capital Group Core Balanced ETF $CGBL

Sigma Planning Corp increased its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 14.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 141,565 shares of the company’s stock after buying an additional 17,508 shares during the period. Sigma Planning Corp’s holdings in Capital Group Core Balanced ETF were worth $4,871,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. CoreCap Advisors LLC grew its holdings in Capital Group Core Balanced ETF by 14,657.1% during the 4th quarter. CoreCap Advisors LLC now owns 1,033 shares of the company’s stock worth $36,000 after acquiring an additional 1,026 shares during the period. Anchor Investment Management LLC acquired a new position in shares of Capital Group Core Balanced ETF in the 1st quarter valued at $43,000. US Bancorp DE lifted its stake in shares of Capital Group Core Balanced ETF by 204.6% in the 3rd quarter. US Bancorp DE now owns 1,645 shares of the company’s stock valued at $57,000 after purchasing an additional 1,105 shares during the period. Creative Financial Designs Inc. ADV lifted its stake in shares of Capital Group Core Balanced ETF by 77.4% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 2,306 shares of the company’s stock valued at $81,000 after purchasing an additional 1,006 shares during the period. Finally, Godfrey Financial Associates Inc. bought a new position in shares of Capital Group Core Balanced ETF in the 4th quarter worth $84,000.

Capital Group Core Balanced ETF Stock Up 0.4%

NYSEARCA:CGBL opened at $37.57 on Thursday. Capital Group Core Balanced ETF has a 12-month low of $33.25 and a 12-month high of $38.20. The stock’s fifty day simple moving average is $37.51 and its 200-day simple moving average is $36.45. The firm has a market capitalization of $7.04 billion, a P/E ratio of 25.37 and a beta of 0.68.

Capital Group Core Balanced ETF Company 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. CGBL was launched on Sep 26, 2023 and is issued by Capital Group.