Commonwealth Equity Services LLC Acquires 60,159 Shares of Capital Group U.S. Small and Mid Cap ETF $CGMM

Commonwealth Equity Services LLC boosted its holdings in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 3.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,703,879 shares of the company’s stock after buying an additional 60,159 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $52,752,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Provenance Wealth Advisors LLC acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter valued at $46,000. North Star Investment Management Corp. bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter worth $90,000. Continuum Advisory LLC bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF during the 2nd quarter worth $123,000. James T. Borello RIA acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter worth $134,000. Finally, IFP Advisors Inc grew its holdings 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 last quarter.

Capital Group U.S. Small and Mid Cap ETF Stock Up 1.2%

Shares of Capital Group U.S. Small and Mid Cap ETF stock opened at $30.94 on Friday. The stock’s fifty day moving average is $31.58 and its 200-day moving average is $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 12-month low of $26.80 and a 12-month 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.