Wealth Science Advisors LLC Has $4.29 Million Stock Holdings in Capital Group U.S. Small and Mid Cap ETF $CGMM

Wealth Science Advisors LLC raised its position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 39.5% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 130,103 shares of the company’s stock after buying an additional 36,834 shares during the period. Capital Group U.S. Small and Mid Cap ETF comprises approximately 1.9% of Wealth Science Advisors LLC’s holdings, making the stock its 12th largest holding. Wealth Science Advisors LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $4,289,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Comerica Bank acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at $29,000. Raymond James Financial Inc. acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the second quarter valued at $30,000. CIBC Private Wealth Group LLC acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the third quarter valued at $38,000. Capital Analysts LLC boosted its holdings in Capital Group U.S. Small and Mid Cap ETF by 1,083.5% in the fourth quarter. Capital Analysts LLC now owns 1,361 shares of the company’s stock valued at $39,000 after acquiring an additional 1,246 shares during the last quarter. Finally, CWM LLC boosted its holdings in Capital Group U.S. Small and Mid Cap ETF by 37.3% in the fourth quarter. CWM LLC now owns 1,990 shares of the company’s stock valued at $57,000 after acquiring an additional 541 shares during the last quarter.

Capital Group U.S. Small and Mid Cap ETF Stock Up 0.9%

Shares of CGMM stock opened at $33.14 on Friday. The stock has a 50-day moving average price of $32.22 and a 200 day moving average price of $31.24. The firm has a market cap of $3.26 billion, a price-to-earnings ratio of 21.71 and a beta of 0.83. Capital Group U.S. Small and Mid Cap ETF has a 12 month low of $26.80 and a 12 month high of $33.25.

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.