Aprio Wealth Management LLC Acquires Shares of 40,735 Capital Group U.S. Small and Mid Cap ETF $CGMM

Aprio Wealth Management LLC acquired a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 40,735 shares of the company’s stock, valued at approximately $1,175,000. Aprio Wealth Management LLC owned approximately 0.09% of Capital Group U.S. Small and Mid Cap ETF at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Coign Capital Advisors LLC purchased a new stake in Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at approximately $6,597,000. Dynamic Advisor Solutions LLC purchased a new stake in Capital Group U.S. Small and Mid Cap ETF in the 4th quarter valued at approximately $1,293,000. Stratos Wealth Partners LTD. purchased a new stake in Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at approximately $511,000. Cullen Frost Bankers Inc. boosted its holdings in Capital Group U.S. Small and Mid Cap ETF by 99.5% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 75,180 shares of the company’s stock valued at $2,134,000 after purchasing an additional 37,495 shares in the last quarter. Finally, Ergawealth Advisors Inc. lifted its position in shares of Capital Group U.S. Small and Mid Cap ETF by 244.0% during the 3rd quarter. Ergawealth Advisors Inc. now owns 332,764 shares of the company’s stock valued at $9,447,000 after acquiring an additional 236,032 shares during the period.

Capital Group U.S. Small and Mid Cap ETF Trading Down 0.1%

CGMM stock opened at $31.39 on Tuesday. The firm has a 50 day moving average of $30.46 and a 200-day moving average of $29.64. Capital Group U.S. Small and Mid Cap ETF has a 12-month low of $22.92 and a 12-month high of $32.38. The company has a market cap of $2.29 billion, a price-to-earnings ratio of 21.71 and a beta of 1.06.

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.