Capital Group Dividend Value ETF $CGDV Shares Sold by Silvia Mccoll Wealth Management LLC

Silvia Mccoll Wealth Management LLC trimmed its stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 5.8% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 427,200 shares of the company’s stock after selling 26,390 shares during the period. Capital Group Dividend Value ETF comprises 12.7% of Silvia Mccoll Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest holding. Silvia Mccoll Wealth Management LLC owned approximately 0.06% of Capital Group Dividend Value ETF worth $21,052,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Bay Harbor Wealth Management LLC purchased a new position in shares of Capital Group Dividend Value ETF during the 4th quarter worth approximately $32,000. Tucker Asset Management LLC acquired a new stake in Capital Group Dividend Value ETF in the 4th quarter valued at approximately $32,000. Flagship Wealth Advisors LLC purchased a new stake in Capital Group Dividend Value ETF in the fourth quarter valued at approximately $32,000. Triumph Capital Management purchased a new stake in Capital Group Dividend Value ETF in the third quarter valued at approximately $32,000. Finally, TD Capital Management LLC acquired a new position in Capital Group Dividend Value ETF during the fourth quarter worth $34,000.

Capital Group Dividend Value ETF Stock Up 0.2%

NYSEARCA:CGDV opened at $51.25 on Thursday. Capital Group Dividend Value ETF has a 52 week low of $40.64 and a 52 week high of $51.49. The stock’s fifty day moving average is $49.18 and its two-hundred day moving average is $46.74. The stock has a market capitalization of $38.87 billion, a price-to-earnings ratio of 26.59 and a beta of 0.88.

Capital Group Dividend Value ETF Company Profile

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.