Wealth Science Advisors LLC Acquires 36,834 Shares of Capital Group U.S. Small and Mid Cap ETF $CGMM

Wealth Science Advisors LLC grew its holdings in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 39.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 130,103 shares of the company’s stock after purchasing an additional 36,834 shares during the quarter. Capital Group U.S. Small and Mid Cap ETF comprises about 1.9% of Wealth Science Advisors LLC’s investment portfolio, making the stock its 12th largest position. Wealth Science Advisors LLC owned 0.14% of Capital Group U.S. Small and Mid Cap ETF worth $4,289,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Comerica Bank acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the third quarter valued at $29,000. Raymond James Financial Inc. acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the 2nd quarter worth about $30,000. CIBC Private Wealth Group LLC acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter worth about $38,000. Capital Analysts LLC lifted its position in Capital Group U.S. Small and Mid Cap ETF by 1,083.5% during the 4th quarter. Capital Analysts LLC now owns 1,361 shares of the company’s stock worth $39,000 after buying an additional 1,246 shares in the last quarter. Finally, CWM LLC grew its holdings in 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 worth $57,000 after acquiring an additional 541 shares during the last quarter.

Capital Group U.S. Small and Mid Cap ETF Trading Up 0.9%

CGMM opened at $33.14 on Friday. The stock has a market capitalization of $3.26 billion, a PE ratio of 21.71 and a beta of 0.83. Capital Group U.S. Small and Mid Cap ETF has a 1-year low of $26.80 and a 1-year high of $33.25. The firm has a 50-day moving average price of $32.22 and a two-hundred day moving average price of $31.24.

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.