Stratos Wealth Partners LTD. Acquires Shares of 17,982 Capital Group U.S. Small and Mid Cap ETF $CGMM

Stratos Wealth Partners LTD. purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 17,982 shares of the company’s stock, valued at approximately $511,000. Stratos Wealth Partners LTD. owned approximately 0.06% of Capital Group U.S. Small and Mid Cap ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Private Trust Co. NA purchased a new stake in Capital Group U.S. Small and Mid Cap ETF during the third quarter worth $28,000. Raymond James Financial Inc. bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the 2nd quarter worth $30,000. Westside Investment Management Inc. bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter worth $33,000. CWM LLC lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 384.6% during the 3rd quarter. CWM LLC now owns 1,449 shares of the company’s stock worth $41,000 after purchasing an additional 1,150 shares during the last quarter. Finally, Farther Finance Advisors LLC bought a new stake in Capital Group U.S. Small and Mid Cap ETF during the third quarter valued at about $73,000.

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

CGMM opened at $31.26 on Thursday. The firm has a market capitalization of $1.46 billion, a PE ratio of 21.71 and a beta of 1.27. The business’s 50-day moving average is $30.13 and its two-hundred day moving average is $28.85. Capital Group U.S. Small and Mid Cap ETF has a 1 year low of $20.57 and a 1 year high of $31.46.

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.