NWF Advisory Services Inc. Raises Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

NWF Advisory Services Inc. grew its holdings in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 64.7% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 55,282 shares of the company’s stock after acquiring an additional 21,710 shares during the quarter. NWF Advisory Services Inc. owned 0.19% of Capital Group U.S. Small and Mid Cap ETF worth $1,569,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. National Wealth Management Group LLC bought a new position in Capital Group U.S. Small and Mid Cap ETF in the third quarter worth about $535,000. Sovran Advisors LLC raised its position in Capital Group U.S. Small and Mid Cap ETF by 4.0% in the third quarter. Sovran Advisors LLC now owns 23,314 shares of the company’s stock worth $652,000 after acquiring an additional 890 shares during the period. OneAscent Financial Services LLC lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 3.3% during the 3rd quarter. OneAscent Financial Services LLC now owns 24,285 shares of the company’s stock valued at $689,000 after buying an additional 779 shares in the last quarter. Cullen Frost Bankers Inc. boosted its position in shares of Capital Group U.S. Small and Mid Cap ETF by 99.5% during the third quarter. Cullen Frost Bankers Inc. now owns 75,180 shares of the company’s stock worth $2,134,000 after acquiring an additional 37,495 shares during the last quarter. Finally, Barrett & Company Inc. boosted its stake in Capital Group U.S. Small and Mid Cap ETF by 91.6% during the third quarter. Barrett & Company Inc. now owns 10,876 shares of the company’s stock valued at $309,000 after buying an additional 5,201 shares during the last quarter.

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

Capital Group U.S. Small and Mid Cap ETF stock opened at $30.55 on Tuesday. Capital Group U.S. Small and Mid Cap ETF has a 52-week low of $20.57 and a 52-week high of $31.17. The firm’s fifty day moving average is $29.31 and its 200 day moving average is $28.49. The company has a market cap of $1.33 billion, a price-to-earnings ratio of 21.71 and a beta of 1.27.

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.