Rothschild Investment LLC Purchases 15,004 Shares of Capital Group Dividend Value ETF $CGDV

Rothschild Investment LLC lifted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 7.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 226,713 shares of the company’s stock after purchasing an additional 15,004 shares during the quarter. Rothschild Investment LLC’s holdings in Capital Group Dividend Value ETF were worth $9,894,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Armstrong Fleming & Moore Inc increased its stake in Capital Group Dividend Value ETF by 22.0% in the fourth quarter. Armstrong Fleming & Moore Inc now owns 250,179 shares of the company’s stock worth $10,918,000 after purchasing an additional 45,077 shares during the period. Cozad Asset Management Inc. boosted its holdings in shares of Capital Group Dividend Value ETF by 116.8% in the third quarter. Cozad Asset Management Inc. now owns 179,357 shares of the company’s stock valued at $7,538,000 after purchasing an additional 96,612 shares during the period. Kaizen Financial Strategies boosted its holdings in shares of Capital Group Dividend Value ETF by 5.0% in the fourth quarter. Kaizen Financial Strategies now owns 304,926 shares of the company’s stock valued at $13,307,000 after purchasing an additional 14,641 shares during the period. AA Financial Advisors LLC grew its stake in Capital Group Dividend Value ETF by 4.5% in the fourth quarter. AA Financial Advisors LLC now owns 755,250 shares of the company’s stock worth $32,959,000 after purchasing an additional 32,219 shares in the last quarter. Finally, Mason Investment Advisory Services Inc. grew its stake in Capital Group Dividend Value ETF by 7.3% in the third quarter. Mason Investment Advisory Services Inc. now owns 476,407 shares of the company’s stock worth $20,023,000 after purchasing an additional 32,420 shares in the last quarter.

Capital Group Dividend Value ETF Stock Up 0.3%

Shares of NYSEARCA:CGDV opened at $48.41 on Friday. Capital Group Dividend Value ETF has a 52-week low of $36.72 and a 52-week high of $48.50. The stock has a market cap of $34.91 billion, a P/E ratio of 26.59 and a beta of 0.89. The business’s 50 day moving average is $45.48 and its 200 day moving average is $44.65.

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.