Blueprint Financial Advisors LLC Buys New Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Blueprint Financial Advisors LLC purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 23,410 shares of the company’s stock, valued at approximately $665,000.

Several other large investors also recently bought and sold shares of the company. Envestnet Asset Management Inc. raised its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 181.9% during the third quarter. Envestnet Asset Management Inc. now owns 5,204,921 shares of the company’s stock valued at $147,768,000 after purchasing an additional 3,358,406 shares during the period. Merit Financial Group LLC grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 3,215.7% during the 3rd quarter. Merit Financial Group LLC now owns 1,316,034 shares of the company’s stock valued at $37,362,000 after purchasing an additional 1,276,343 shares in the last quarter. Captrust Financial Advisors grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 2,813.8% during the 2nd quarter. Captrust Financial Advisors now owns 923,440 shares of the company’s stock valued at $24,822,000 after purchasing an additional 891,748 shares in the last quarter. Commonwealth Equity Services LLC increased its stake in Capital Group U.S. Small and Mid Cap ETF by 10.5% during the 3rd quarter. Commonwealth Equity Services LLC now owns 722,752 shares of the company’s stock worth $20,519,000 after buying an additional 68,591 shares during the period. Finally, Assetmark Inc. lifted its holdings in Capital Group U.S. Small and Mid Cap ETF by 1,332.0% in the 3rd quarter. Assetmark Inc. now owns 534,638 shares of the company’s stock worth $15,178,000 after buying an additional 497,304 shares in the last quarter.

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

NYSEARCA:CGMM opened at $31.41 on Tuesday. The firm has a 50-day moving average of $30.46 and a two-hundred day moving average of $29.08. The stock has a market cap of $1.47 billion, a P/E ratio of 21.71 and a beta of 1.27. Capital Group U.S. Small and Mid Cap ETF has a 1-year low of $20.57 and a 1-year high of $31.65.

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.