63,694 Shares in Capital Group U.S. Small and Mid Cap ETF $CGMM Acquired by Laurel Wealth Planning LLC

Laurel Wealth Planning LLC bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 63,694 shares of the company’s stock, valued at approximately $1,808,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Envestnet Asset Management Inc. increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 139.0% during the second quarter. Envestnet Asset Management Inc. now owns 1,846,515 shares of the company’s stock worth $49,634,000 after purchasing an additional 1,073,891 shares in the last quarter. Captrust Financial Advisors boosted its position in shares of Capital Group U.S. Small and Mid Cap ETF by 2,813.8% in the 2nd quarter. Captrust Financial Advisors now owns 923,440 shares of the company’s stock worth $24,822,000 after purchasing an additional 891,748 shares in the last quarter. NewEdge Advisors LLC purchased a new position in Capital Group U.S. Small and Mid Cap ETF during the 2nd quarter worth $13,595,000. Main Line Retirement Advisors LLC grew its stake in Capital Group U.S. Small and Mid Cap ETF by 4,133.0% during the 2nd quarter. Main Line Retirement Advisors LLC now owns 488,907 shares of the company’s stock worth $13,142,000 after buying an additional 477,357 shares during the last quarter. Finally, Osaic Holdings Inc. increased its position in Capital Group U.S. Small and Mid Cap ETF by 1,090.9% during the 2nd quarter. Osaic Holdings Inc. now owns 414,909 shares of the company’s stock valued at $11,153,000 after buying an additional 380,069 shares in the last quarter.

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

Capital Group U.S. Small and Mid Cap ETF stock opened at $29.29 on Tuesday. The stock has a market cap of $878.70 million, a PE ratio of 21.71 and a beta of 1.27. The stock has a 50-day moving average of $28.51 and a two-hundred day moving average of $28.00. 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.

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