Kestra Advisory Services LLC Purchases 120,701 Shares of Capital Group U.S. Small and Mid Cap ETF $CGMM

Kestra Advisory Services LLC increased its position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 12.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,119,437 shares of the company’s stock after acquiring an additional 120,701 shares during the period. Kestra Advisory Services LLC owned approximately 0.98% of Capital Group U.S. Small and Mid Cap ETF worth $34,658,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CGMM. Commonwealth Equity Services LLC increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 3.7% in the third quarter. Commonwealth Equity Services LLC now owns 1,703,879 shares of the company’s stock valued at $52,752,000 after purchasing an additional 60,159 shares during the period. Provenance Wealth Advisors LLC acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF during the third quarter worth about $46,000. Integrity Alliance LLC. lifted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 6.9% during the third quarter. Integrity Alliance LLC. now owns 34,206 shares of the company’s stock worth $1,059,000 after purchasing an additional 2,195 shares during the period. Signature Equity Partners LLC lifted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 3,744.8% during the third quarter. Signature Equity Partners LLC now owns 11,842 shares of the company’s stock worth $367,000 after purchasing an additional 11,534 shares during the period. Finally, SilverOak Wealth Management LLC boosted its position in Capital Group U.S. Small and Mid Cap ETF by 44.4% in the third quarter. SilverOak Wealth Management LLC now owns 14,803 shares of the company’s stock valued at $458,000 after buying an additional 4,550 shares during the last quarter.

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

NYSEARCA CGMM traded up $0.38 during trading hours on Friday, reaching $30.94. The stock had a trading volume of 957,648 shares, compared to its average volume of 979,370. Capital Group U.S. Small and Mid Cap ETF has a 52-week low of $26.80 and a 52-week high of $33.84. The stock has a fifty day moving average of $31.58 and a 200 day moving average of $31.47. The stock has a market cap of $3.55 billion, a P/E ratio of 21.71 and a beta of 0.85.

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.