Wise Wealth Partners Purchases New Shares in Capital Group U.S. Small and Mid Cap ETF $CGMM

Wise Wealth Partners purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 59,905 shares of the company’s stock, valued at approximately $1,610,000. Capital Group U.S. Small and Mid Cap ETF accounts for 2.7% of Wise Wealth Partners’ investment portfolio, making the stock its 7th largest holding. Wise Wealth Partners owned 0.43% of Capital Group U.S. Small and Mid Cap ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. IFP Advisors Inc acquired a new position in Capital Group U.S. Small and Mid Cap ETF in the first quarter valued at $30,000. Barrett & Company Inc. purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the first quarter worth about $122,000. Harbour Investments Inc. acquired a new position in Capital Group U.S. Small and Mid Cap ETF in the 1st quarter valued at about $206,000. World Investment Advisors acquired a new position in Capital Group U.S. Small and Mid Cap ETF in the 1st quarter valued at about $219,000. Finally, Essex Financial Services Inc. purchased a new stake in Capital Group U.S. Small and Mid Cap ETF during the 1st quarter valued at approximately $241,000.

Capital Group U.S. Small and Mid Cap ETF Trading Down 0.2%

Capital Group U.S. Small and Mid Cap ETF stock opened at $28.42 on Tuesday. The stock has a 50 day moving average of $28.07 and a two-hundred day moving average of $26.20. Capital Group U.S. Small and Mid Cap ETF has a twelve month low of $20.57 and a twelve month high of $28.80. The stock has a market capitalization of $727.55 million and a price-to-earnings ratio of 21.71.

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