Kestra Investment Management LLC lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 17.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 873,380 shares of the company’s stock after purchasing an additional 128,841 shares during the quarter. Kestra Investment Management LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $27,040,000 at the end of the most recent quarter.
Other large investors have also modified their holdings of the company. Provenance Wealth Advisors LLC purchased a new position in Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at $46,000. North Star Investment Management Corp. purchased a new position in Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter worth $90,000. Continuum Advisory LLC purchased a new position in Capital Group U.S. Small and Mid Cap ETF during the 2nd quarter worth $123,000. James T. Borello RIA purchased a new position in Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter worth $134,000. Finally, IFP Advisors Inc lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 100.3% in the 2nd quarter. IFP Advisors Inc now owns 5,377 shares of the company’s stock worth $177,000 after acquiring an additional 2,693 shares during the period.
Capital Group U.S. Small and Mid Cap ETF Stock Performance
CGMM stock opened at $31.88 on Tuesday. The stock has a market capitalization of $3.66 billion, a PE ratio of 21.71 and a beta of 0.85. The company has a fifty day moving average of $31.57 and a 200-day moving average of $31.48. Capital Group U.S. Small and Mid Cap ETF has a one year low of $26.80 and a one year high of $33.84.
Capital Group U.S. Small and Mid Cap ETF Company Profile
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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