Envision Financial Planning LLC Purchases Shares of 29,339 Capital Group Conservative Equity ETF (NYSEARCA:CGCV)

Envision Financial Planning LLC acquired a new stake in Capital Group Conservative Equity ETF (NYSEARCA:CGCV) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 29,339 shares of the company’s stock, valued at approximately $800,000. Capital Group Conservative Equity ETF accounts for approximately 0.4% of Envision Financial Planning LLC’s portfolio, making the stock its 25th biggest holding.

Several other hedge funds and other institutional investors have also recently modified their holdings of CGCV. ST Germain D J Co. Inc. bought a new stake in shares of Capital Group Conservative Equity ETF in the third quarter worth about $79,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors purchased a new position in shares of Capital Group Conservative Equity ETF during the third quarter valued at approximately $1,680,000. Evernest Financial Advisors LLC bought a new position in shares of Capital Group Conservative Equity ETF during the third quarter valued at approximately $2,497,000. Brookstone Capital Management purchased a new stake in Capital Group Conservative Equity ETF in the third quarter worth $2,532,000. Finally, Commonwealth Equity Services LLC bought a new stake in Capital Group Conservative Equity ETF in the second quarter valued at $270,000.

Capital Group Conservative Equity ETF Trading Down 0.8 %

Shares of Capital Group Conservative Equity ETF stock opened at $27.08 on Friday. The firm’s fifty day moving average is $27.20. Capital Group Conservative Equity ETF has a 12-month low of $24.82 and a 12-month high of $28.24.