Wealth Enhancement Advisory Services LLC Increases Stake in Capital Group U.S. Small and Mid Cap ETF $CGMM

Wealth Enhancement Advisory Services LLC grew its position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 97.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 165,737 shares of the company’s stock after acquiring an additional 81,945 shares during the period. Wealth Enhancement Advisory Services LLC owned about 0.57% of Capital Group U.S. Small and Mid Cap ETF worth $4,675,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Private Trust Co. NA acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter worth approximately $28,000. Raymond James Financial Inc. acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the second quarter worth $30,000. CWM LLC grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 384.6% during the third quarter. CWM LLC now owns 1,449 shares of the company’s stock worth $41,000 after acquiring an additional 1,150 shares during the period. Farther Finance Advisors LLC purchased a new position in Capital Group U.S. Small and Mid Cap ETF in the third quarter worth $73,000. Finally, Barrett & Company Inc. lifted its holdings in Capital Group U.S. Small and Mid Cap ETF by 10.7% in the second quarter. Barrett & Company Inc. now owns 5,675 shares of the company’s stock valued at $153,000 after acquiring an additional 550 shares during the period.

Capital Group U.S. Small and Mid Cap ETF Stock Down 0.1%

NYSEARCA:CGMM opened at $30.55 on Tuesday. The firm’s fifty day simple moving average is $29.31 and its 200-day simple moving average is $28.49. The stock has a market cap of $1.33 billion, a PE ratio of 21.71 and a beta of 1.27. Capital Group U.S. Small and Mid Cap ETF has a fifty-two week low of $20.57 and a fifty-two week high of $31.17.

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.