Kestra Advisory Services LLC boosted its stake in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 12.1% during the 3rd quarter, Holdings Channel.com reports. The firm owned 1,119,437 shares of the company’s stock after purchasing an additional 120,701 shares during the quarter. Kestra Advisory Services LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $34,658,000 as of its most recent filing with the SEC.
A number of other institutional investors have also modified their holdings of CGMM. Commonwealth Equity Services LLC raised its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 3.7% during the 3rd quarter. Commonwealth Equity Services LLC now owns 1,703,879 shares of the company’s stock valued at $52,752,000 after buying an additional 60,159 shares during the last quarter. Provenance Wealth Advisors LLC acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at about $46,000. Integrity Alliance LLC. boosted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 6.9% in the third quarter. Integrity Alliance LLC. now owns 34,206 shares of the company’s stock worth $1,059,000 after buying an additional 2,195 shares during the last quarter. Signature Equity Partners LLC boosted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 3,744.8% in the third quarter. Signature Equity Partners LLC now owns 11,842 shares of the company’s stock worth $367,000 after buying an additional 11,534 shares during the last quarter. Finally, SilverOak Wealth Management LLC boosted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 44.4% in the third quarter. SilverOak Wealth Management LLC now owns 14,803 shares of the company’s stock worth $458,000 after buying an additional 4,550 shares during the last quarter.
Capital Group U.S. Small and Mid Cap ETF Stock Performance
Capital Group U.S. Small and Mid Cap ETF stock traded up $0.38 during midday trading on Friday, hitting $30.94. 957,648 shares of the company were exchanged, compared to its average volume of 979,370. The business has a fifty day simple moving average of $31.58 and a two-hundred day simple moving average of $31.47. The firm has a market capitalization of $3.55 billion, a PE ratio of 21.71 and a beta of 0.85. Capital Group U.S. Small and Mid Cap ETF has a fifty-two week low of $26.80 and a fifty-two week high of $33.84.
About Capital Group U.S. Small and Mid Cap ETF
The Capital Group U.S. Small and Mid Cap ETF (CGMM) is an exchange-traded fund that mostly invests in extended market equity. The fund is actively managed, investing primarily in equity-type securities of small and mid-cap companies in the US. The fund aims for capital growth CGMM was launched on Jan 14, 2025 and is issued by Capital Group.
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