Capital Group Core Balanced ETF (NYSEARCA:CGBL) Shares Sold by Rothschild Investment LLC

Rothschild Investment LLC trimmed its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 5.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,555 shares of the company’s stock after selling 400 shares during the quarter. Rothschild Investment LLC owned approximately 0.05% of Capital Group Core Balanced ETF worth $236,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Janney Montgomery Scott LLC increased its holdings in shares of Capital Group Core Balanced ETF by 101.0% during the 4th quarter. Janney Montgomery Scott LLC now owns 127,875 shares of the company’s stock valued at $3,999,000 after purchasing an additional 64,244 shares in the last quarter. Spire Wealth Management purchased a new position in Capital Group Core Balanced ETF in the fourth quarter valued at $270,000. ST Germain D J Co. Inc. increased its stake in shares of Capital Group Core Balanced ETF by 22.3% in the 4th quarter. ST Germain D J Co. Inc. now owns 573,172 shares of the company’s stock valued at $17,923,000 after purchasing an additional 104,540 shares in the last quarter. Allworth Financial LP purchased a new position in shares of Capital Group Core Balanced ETF in the 4th quarter valued at about $105,000. Finally, Lodestone Wealth Management LLC increased its stake in shares of Capital Group Core Balanced ETF by 26.5% in the 3rd quarter. Lodestone Wealth Management LLC now owns 9,309 shares of the company’s stock valued at $289,000 after purchasing an additional 1,951 shares in the last quarter.

Capital Group Core Balanced ETF Stock Performance

Shares of Capital Group Core Balanced ETF stock opened at $31.98 on Wednesday. Capital Group Core Balanced ETF has a twelve month low of $27.94 and a twelve month high of $32.65. The business has a 50-day moving average price of $31.86 and a 200 day moving average price of $31.42.

Capital Group Core Balanced ETF 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.