Aprio Wealth Management LLC Purchases 308,294 Shares of Capital Group U.S. Small and Mid Cap ETF $CGMM

Aprio Wealth Management LLC increased its stake in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 214.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 451,948 shares of the company’s stock after purchasing an additional 308,294 shares during the quarter. Aprio Wealth Management LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $13,992,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Envestnet Asset Management Inc. raised its holdings in Capital Group U.S. Small and Mid Cap ETF by 14.9% in the second quarter. Envestnet Asset Management Inc. now owns 10,481,145 shares of the company’s stock worth $345,563,000 after purchasing an additional 1,361,364 shares in the last quarter. Cetera Investment Advisers lifted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 30.0% during the 1st quarter. Cetera Investment Advisers now owns 1,520,291 shares of the company’s stock valued at $44,636,000 after purchasing an additional 350,828 shares during the last quarter. Sei Investments Co. grew its position in Capital Group U.S. Small and Mid Cap ETF by 30.2% during the 1st quarter. Sei Investments Co. now owns 977,455 shares of the company’s stock worth $28,698,000 after purchasing an additional 226,974 shares during the last quarter. Wedbush Securities Inc. increased its stake in Capital Group U.S. Small and Mid Cap ETF by 9,617.8% during the 2nd quarter. Wedbush Securities Inc. now owns 709,887 shares of the company’s stock valued at $28,265,000 after purchasing an additional 702,582 shares in the last quarter. Finally, NewEdge Advisors LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 10.9% in the second quarter. NewEdge Advisors LLC now owns 824,209 shares of the company’s stock worth $27,174,000 after buying an additional 80,691 shares during the last quarter.

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

Shares of CGMM stock opened at $31.21 on Friday. The business has a fifty day moving average of $31.78 and a 200 day moving average of $31.46. The firm has a market capitalization of $3.55 billion, a price-to-earnings ratio of 21.71 and a beta of 0.86. Capital Group U.S. Small and Mid Cap ETF has a 1 year low of $26.80 and a 1 year high of $33.84.

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.