NWF Advisory Services Inc. Buys New Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

NWF Advisory Services Inc. bought a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 33,572 shares of the company’s stock, valued at approximately $902,000. NWF Advisory Services Inc. owned approximately 0.22% of Capital Group U.S. Small and Mid Cap ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently bought and sold shares of CGMM. Truist Financial Corp raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 6.2% in the second quarter. Truist Financial Corp now owns 21,242 shares of the company’s stock valued at $571,000 after purchasing an additional 1,238 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its holdings in Capital Group U.S. Small and Mid Cap ETF by 35.0% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 83,792 shares of the company’s stock worth $2,302,000 after purchasing an additional 21,742 shares during the last quarter. Janney Montgomery Scott LLC bought a new position in Capital Group U.S. Small and Mid Cap ETF in the second quarter valued at $890,000. Cary Street Partners Financial LLC acquired a new stake in Capital Group U.S. Small and Mid Cap ETF in the 2nd quarter valued at $5,206,000. Finally, NewEdge Advisors LLC acquired a new stake in Capital Group U.S. Small and Mid Cap ETF in the 2nd quarter valued at $13,595,000.

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

Shares of NYSEARCA:CGMM opened at $29.24 on Tuesday. The company’s 50-day moving average price is $28.28 and its two-hundred day moving average price is $27.76. Capital Group U.S. Small and Mid Cap ETF has a one year low of $20.57 and a one year high of $29.76. The stock has a market capitalization of $877.20 million, a PE ratio of 21.71 and a beta of 1.27.

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.