Capital Group Dividend Growers ETF $CGDG Shares Sold by Sowell Financial Services LLC
by Tristan Rich · The Markets DailySowell Financial Services LLC lessened its holdings in shares of Capital Group Dividend Growers ETF (NYSEARCA:CGDG – Free Report) by 62.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,938 shares of the company’s stock after selling 29,579 shares during the period. Sowell Financial Services LLC’s holdings in Capital Group Dividend Growers ETF were worth $639,000 at the end of the most recent reporting period.
Other large investors have also made changes to their positions in the company. Bond & Devick Financial Network Inc. increased its holdings in shares of Capital Group Dividend Growers ETF by 3.4% in the fourth quarter. Bond & Devick Financial Network Inc. now owns 8,521 shares of the company’s stock valued at $304,000 after purchasing an additional 284 shares during the last quarter. Lodestone Wealth Management LLC boosted its stake in Capital Group Dividend Growers ETF by 2.2% during the fourth quarter. Lodestone Wealth Management LLC now owns 15,453 shares of the company’s stock worth $551,000 after buying an additional 327 shares during the last quarter. Trinity Wealth Management LLC grew its holdings in Capital Group Dividend Growers ETF by 5.2% in the 4th quarter. Trinity Wealth Management LLC now owns 11,950 shares of the company’s stock valued at $426,000 after buying an additional 589 shares in the last quarter. Strategic Investment Solutions Inc. IL grew its holdings in Capital Group Dividend Growers ETF by 35.8% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 2,238 shares of the company’s stock valued at $78,000 after buying an additional 590 shares in the last quarter. Finally, Centaurus Financial Inc. increased its stake in shares of Capital Group Dividend Growers ETF by 11.3% in the 2nd quarter. Centaurus Financial Inc. now owns 6,331 shares of the company’s stock worth $213,000 after acquiring an additional 642 shares during the last quarter.
Capital Group Dividend Growers ETF Stock Up 0.1%
NYSEARCA CGDG opened at $37.08 on Friday. The business’s fifty day simple moving average is $36.67 and its 200-day simple moving average is $35.86. The firm has a market cap of $4.70 billion, a PE ratio of 20.18 and a beta of 0.58. Capital Group Dividend Growers ETF has a 52 week low of $28.59 and a 52 week high of $38.00.
Capital Group Dividend Growers ETF Company Profile
The Capital Group Dividend Growers ETF (CGDG) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects dividend-paying companies globally that are attractively valued and believed to provide dividend growth. It employs a multi-manager approach to portfolio management. CGDG was launched on Sep 26, 2023 and is issued by Capital Group.