Frazier Financial Advisors LLC Makes New Investment in Capital Group U.S. Small and Mid Cap ETF $CGMM

Frazier Financial Advisors LLC acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 24,760 shares of the company’s stock, valued at approximately $714,000. Capital Group U.S. Small and Mid Cap ETF accounts for 0.4% of Frazier Financial Advisors LLC’s holdings, making the stock its 25th largest holding. Frazier Financial Advisors LLC owned approximately 0.05% of Capital Group U.S. Small and Mid Cap ETF at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. increased its position in Capital Group U.S. Small and Mid Cap ETF by 181.9% during the 3rd quarter. Envestnet Asset Management Inc. now owns 5,204,921 shares of the company’s stock worth $147,768,000 after buying an additional 3,358,406 shares during the period. Merit Financial Group LLC increased its position in Capital Group U.S. Small and Mid Cap ETF by 3.4% during the 4th quarter. Merit Financial Group LLC now owns 1,360,431 shares of the company’s stock worth $39,235,000 after buying an additional 44,397 shares during the period. Captrust Financial Advisors increased its position in Capital Group U.S. Small and Mid Cap ETF by 8.0% during the 3rd quarter. Captrust Financial Advisors now owns 997,496 shares of the company’s stock worth $28,319,000 after buying an additional 74,056 shares during the period. Assetmark Inc. increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 40.5% in the fourth quarter. Assetmark Inc. now owns 751,163 shares of the company’s stock worth $21,664,000 after purchasing an additional 216,525 shares during the period. Finally, Ergawealth Advisors Inc. increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 125.1% in the fourth quarter. Ergawealth Advisors Inc. now owns 749,108 shares of the company’s stock worth $21,604,000 after purchasing an additional 416,344 shares during the period.

Capital Group U.S. Small and Mid Cap ETF Stock Performance

Shares of NYSEARCA CGMM opened at $31.57 on Friday. Capital Group U.S. Small and Mid Cap ETF has a 52 week low of $25.00 and a 52 week high of $32.38. The stock has a market capitalization of $2.36 billion, a P/E ratio of 21.71 and a beta of 0.92. The stock’s fifty day moving average is $30.59 and its 200 day moving average is $29.98.

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.