Koshinski Asset Management Inc. Makes New Investment in Capital Group U.S. Small and Mid Cap ETF $CGMM

Koshinski Asset Management Inc. purchased a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 21,261 shares of the company’s stock, valued at approximately $604,000. Koshinski Asset Management Inc. owned 0.07% of Capital Group U.S. Small and Mid Cap ETF as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Vestmark Advisory Solutions Inc. bought a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at $5,524,000. Essex Financial Services Inc. boosted its stake in Capital Group U.S. Small and Mid Cap ETF by 194.3% during the third quarter. Essex Financial Services Inc. now owns 68,672 shares of the company’s stock worth $1,950,000 after acquiring an additional 45,338 shares in the last quarter. Rothschild Investment LLC grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 14.0% in the third quarter. Rothschild Investment LLC now owns 31,578 shares of the company’s stock worth $897,000 after purchasing an additional 3,888 shares during the period. HighTower Advisors LLC increased its stake in Capital Group U.S. Small and Mid Cap ETF by 148.4% in the third quarter. HighTower Advisors LLC now owns 78,570 shares of the company’s stock valued at $2,231,000 after purchasing an additional 46,934 shares in the last quarter. Finally, Balboa Wealth Partners raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 29.5% during the third quarter. Balboa Wealth Partners now owns 13,079 shares of the company’s stock valued at $371,000 after purchasing an additional 2,977 shares during the period.

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

CGMM stock opened at $30.79 on Tuesday. The company’s 50-day moving average is $30.23 and its 200-day moving average is $28.94. The stock has a market capitalization of $1.44 billion, a PE ratio of 21.71 and a beta of 1.27. Capital Group U.S. Small and Mid Cap ETF has a 1 year low of $20.57 and a 1 year high of $31.51.

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.