Milestone Investment Advisors LLC Boosts Stake in Capital Group Dividend Value ETF $CGDV

Milestone Investment Advisors LLC grew its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDVFree Report) by 11.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 130,506 shares of the company’s stock after purchasing an additional 13,819 shares during the period. Capital Group Dividend Value ETF makes up 1.3% of Milestone Investment Advisors LLC’s investment portfolio, making the stock its 25th largest position. Milestone Investment Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $5,552,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of CGDV. Pflug Koory LLC purchased a new stake in Capital Group Dividend Value ETF in the 4th quarter valued at about $25,000. Triumph Capital Management purchased a new position in Capital Group Dividend Value ETF during the third quarter worth about $32,000. Bay Harbor Wealth Management LLC purchased a new position in Capital Group Dividend Value ETF during the fourth quarter worth about $32,000. Tucker Asset Management LLC acquired a new stake in shares of Capital Group Dividend Value ETF during the fourth quarter valued at about $32,000. Finally, Flagship Wealth Advisors LLC acquired a new stake in shares of Capital Group Dividend Value ETF during the fourth quarter valued at about $32,000.

Capital Group Dividend Value ETF Stock Performance

Capital Group Dividend Value ETF stock opened at $49.30 on Thursday. The company has a market capitalization of $36.74 billion, a price-to-earnings ratio of 26.59 and a beta of 0.88. The company’s 50 day simple moving average is $48.45 and its 200-day simple moving average is $45.95. Capital Group Dividend Value ETF has a 1 year low of $39.87 and a 1 year high of $49.55.

About Capital Group Dividend Value ETF

(Free Report)

The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks. CGDV was launched on Feb 22, 2022 and is managed by Capital Group.

See Also

Institutional Ownership by Quarter for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

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