Wealth Enhancement Advisory Services LLC Has $4.68 Million Stock Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Wealth Enhancement Advisory Services LLC increased its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 97.8% during the 3rd quarter, HoldingsChannel reports. The fund owned 165,737 shares of the company’s stock after purchasing an additional 81,945 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $4,675,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes 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 valued at about $28,000. Raymond James Financial Inc. acquired a new position in Capital Group U.S. Small and Mid Cap ETF in the second quarter valued at approximately $30,000. CWM LLC lifted its holdings in Capital Group U.S. Small and Mid Cap ETF by 384.6% in the third quarter. CWM LLC now owns 1,449 shares of the company’s stock valued at $41,000 after buying an additional 1,150 shares during the period. Farther Finance Advisors LLC bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter valued at $73,000. Finally, Barrett & Company Inc. lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 10.7% in the 2nd quarter. Barrett & Company Inc. now owns 5,675 shares of the company’s stock valued at $153,000 after purchasing 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. Capital Group U.S. Small and Mid Cap ETF has a 12-month low of $20.57 and a 12-month high of $31.17. The stock’s fifty day simple moving average is $29.31 and its 200-day simple moving average is $28.49. The firm has a market capitalization of $1.33 billion, a P/E ratio of 21.71 and a beta of 1.27.

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.