EverSource Wealth Advisors LLC Has $2.14 Million Position in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

EverSource Wealth Advisors LLC lifted its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 3.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 58,688 shares of the company’s stock after acquiring an additional 1,931 shares during the period. EverSource Wealth Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $2,139,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Harbor Investment Advisory LLC grew its stake in shares of Capital Group Dividend Value ETF by 2.1% in the 3rd quarter. Harbor Investment Advisory LLC now owns 14,600 shares of the company’s stock worth $532,000 after acquiring an additional 300 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. grew its position in Capital Group Dividend Value ETF by 7.3% during the third quarter. Thurston Springer Miller Herd & Titak Inc. now owns 4,475 shares of the company’s stock valued at $163,000 after buying an additional 304 shares during the period. Lion Street Advisors LLC grew its position in Capital Group Dividend Value ETF by 4.2% during the second quarter. Lion Street Advisors LLC now owns 9,575 shares of the company’s stock valued at $316,000 after buying an additional 384 shares during the period. Financial Perspectives Inc grew its position in Capital Group Dividend Value ETF by 6.3% during the second quarter. Financial Perspectives Inc now owns 7,906 shares of the company’s stock valued at $261,000 after buying an additional 468 shares during the period. Finally, Clear Point Advisors Inc. grew its position in Capital Group Dividend Value ETF by 1.6% during the first quarter. Clear Point Advisors Inc. now owns 37,100 shares of the company’s stock valued at $1,206,000 after buying an additional 583 shares during the period.

Capital Group Dividend Value ETF Stock Performance

CGDV opened at $36.16 on Thursday. The firm has a market cap of $8.24 billion, a P/E ratio of 22.38 and a beta of 0.92. The firm has a 50-day moving average of $36.38 and a 200 day moving average of $34.70. Capital Group Dividend Value ETF has a fifty-two week low of $27.86 and a fifty-two week high of $37.17.

Capital Group Dividend Value ETF 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.