NWF Advisory Services Inc. Takes Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

NWF Advisory Services Inc. bought a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 33,572 shares of the company’s stock, valued at approximately $902,000.

Other institutional investors have also added to or reduced their stakes in the company. Osaic Holdings Inc. raised its position in Capital Group U.S. Small and Mid Cap ETF by 1,090.9% during the second quarter. Osaic Holdings Inc. now owns 414,909 shares of the company’s stock worth $11,153,000 after acquiring an additional 380,069 shares in the last quarter. Orion Porfolio Solutions LLC acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the 2nd quarter worth about $851,000. Captrust Financial Advisors increased its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 2,813.8% during 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 during the last quarter. MML Investors Services LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 37.2% in the 2nd quarter. MML Investors Services LLC now owns 229,187 shares of the company’s stock valued at $6,161,000 after purchasing an additional 62,129 shares during the period. Finally, Benjamin Edwards Inc. lifted its stake in Capital Group U.S. Small and Mid Cap ETF by 134.1% in the 2nd quarter. Benjamin Edwards Inc. now owns 96,264 shares of the company’s stock valued at $2,588,000 after purchasing an additional 55,149 shares during 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 $29.24 on Tuesday. The stock has a 50-day simple moving average of $28.28 and a 200 day simple moving average of $27.76. The stock has a market capitalization of $877.20 million, a P/E ratio of 21.71 and a beta of 1.27. Capital Group U.S. Small and Mid Cap ETF has a 52 week low of $20.57 and a 52 week high of $29.76.

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.