LongView Wealth Management Boosts Stock Holdings in Capital Group U.S. Small and Mid Cap ETF $CGMM

LongView Wealth Management boosted its stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 114.7% during the 3rd quarter, Holdings Channel reports. The firm owned 36,193 shares of the company’s stock after buying an additional 19,332 shares during the quarter. LongView Wealth Management’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $1,028,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. NavPoint Financial Inc. lifted its position in shares of Capital Group U.S. Small and Mid Cap ETF by 18.6% in the third quarter. NavPoint Financial Inc. now owns 60,455 shares of the company’s stock worth $1,716,000 after buying an additional 9,472 shares in the last quarter. Trinity Wealth Management LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 16.1% during the 3rd quarter. Trinity Wealth Management LLC now owns 22,611 shares of the company’s stock worth $642,000 after acquiring an additional 3,138 shares in the last quarter. Venture Visionary Partners LLC bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter valued at approximately $523,000. NWF Advisory Services Inc. purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the second quarter valued at $902,000. Finally, Osaic Holdings Inc. grew its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 1,090.9% in the second quarter. Osaic Holdings Inc. now owns 414,909 shares of the company’s stock valued at $11,153,000 after purchasing an additional 380,069 shares in the last quarter.

Capital Group U.S. Small and Mid Cap ETF Stock Up 1.0%

Capital Group U.S. Small and Mid Cap ETF stock opened at $29.28 on Monday. Capital Group U.S. Small and Mid Cap ETF has a 52-week low of $20.57 and a 52-week high of $29.76. The firm’s fifty day moving average is $28.36 and its 200 day moving average is $27.86. The company has a market cap of $878.40 million, a price-to-earnings ratio of 21.71 and a beta of 1.27.

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.