Clarity Wealth Advisors LLC Boosts Holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Clarity Wealth Advisors LLC raised its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 229.2% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 39,545 shares of the company’s stock after purchasing an additional 27,534 shares during the quarter. Clarity Wealth Advisors LLC owned 0.28% of Capital Group Core Balanced ETF worth $1,228,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Hobbs Group Advisors LLC bought a new stake in shares of Capital Group Core Balanced ETF during the second quarter valued at approximately $27,000. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Capital Group Core Balanced ETF in the second quarter worth $72,000. Rothschild Investment LLC bought a new position in shares of Capital Group Core Balanced ETF during the second quarter valued at $94,000. ICA Group Wealth Management LLC lifted its holdings in shares of Capital Group Core Balanced ETF by 153.9% during the second quarter. ICA Group Wealth Management LLC now owns 4,153 shares of the company’s stock valued at $123,000 after purchasing an additional 2,517 shares in the last quarter. Finally, Transcendent Capital Group LLC purchased a new stake in shares of Capital Group Core Balanced ETF during the first quarter valued at $184,000.

Capital Group Core Balanced ETF Price Performance

NYSEARCA:CGBL traded up $0.03 during mid-day trading on Friday, reaching $31.59. The company’s stock had a trading volume of 323,146 shares, compared to its average volume of 229,514. The firm’s fifty day moving average price is $30.76 and its two-hundred day moving average price is $29.83. Capital Group Core Balanced ETF has a 12-month low of $24.23 and a 12-month high of $31.66.

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.