KWB Wealth bought a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 379,650 shares of the company’s stock, valued at approximately $12,517,000. Capital Group U.S. Small and Mid Cap ETF accounts for approximately 1.1% of KWB Wealth’s holdings, making the stock its 29th biggest position.
A number of other institutional investors have also recently made changes to their positions in CGMM. Comerica Bank bought a new position in Capital Group U.S. Small and Mid Cap ETF during the third quarter worth about $29,000. Raymond James Financial Inc. purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the second quarter worth about $30,000. CIBC Private Wealth Group LLC bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the third quarter valued at approximately $38,000. Capital Analysts LLC raised its position in shares of Capital Group U.S. Small and Mid Cap ETF by 1,083.5% in the fourth quarter. Capital Analysts LLC now owns 1,361 shares of the company’s stock valued at $39,000 after purchasing an additional 1,246 shares during the period. Finally, CWM LLC lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 37.3% during the 4th quarter. CWM LLC now owns 1,990 shares of the company’s stock valued at $57,000 after buying an additional 541 shares in the last quarter.
Capital Group U.S. Small and Mid Cap ETF Trading Down 0.3%
CGMM opened at $33.04 on Tuesday. The company has a 50 day moving average of $32.24 and a 200 day moving average of $31.26. The company has a market cap of $3.25 billion, a PE ratio of 21.71 and a beta of 0.83. Capital Group U.S. Small and Mid Cap ETF has a 12 month low of $26.80 and a 12 month high of $33.25.
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.
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