Capital Group U.S. Small and Mid Cap ETF $CGMM Stock Holdings Lifted by Souders Financial Advisors

Souders Financial Advisors grew its stake in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 2,273.9% in the third quarter, according to its most recent filing with the SEC. The fund owned 230,840 shares of the company’s stock after acquiring an additional 221,116 shares during the period. Souders Financial Advisors’ holdings in Capital Group U.S. Small and Mid Cap ETF were worth $6,554,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Private Trust Co. NA acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF during the third quarter worth $28,000. Raymond James Financial Inc. purchased a new position in Capital Group U.S. Small and Mid Cap ETF in the 2nd quarter worth about $30,000. CWM LLC raised its holdings in 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 buying an additional 1,150 shares during the period. Farther Finance Advisors LLC purchased a new stake in Capital Group U.S. Small and Mid Cap ETF during the third quarter valued at about $73,000. Finally, Barrett & Company Inc. lifted its stake in Capital Group U.S. Small and Mid Cap ETF by 10.7% during the second quarter. Barrett & Company Inc. now owns 5,675 shares of the company’s stock valued at $153,000 after buying an additional 550 shares in the last quarter.

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

CGMM stock opened at $29.94 on Friday. 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 company’s 50 day simple moving average is $29.56 and its 200-day simple moving average is $28.56. The firm has a market capitalization of $1.34 billion, a P/E ratio of 21.71 and a beta of 1.27.

Capital Group U.S. Small and Mid Cap ETF Company 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.