Capital Group U.S. Small and Mid Cap ETF $CGMM Shares Sold by KWB Wealth

KWB Wealth decreased its position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 50.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 188,326 shares of the company’s stock after selling 191,324 shares during the period. KWB Wealth owned about 0.17% of Capital Group U.S. Small and Mid Cap ETF worth $5,831,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Tempus Wealth Planning LLC raised its holdings in Capital Group U.S. Small and Mid Cap ETF by 1.4% during the 3rd quarter. Tempus Wealth Planning LLC now owns 26,921 shares of the company’s stock valued at $833,000 after buying an additional 368 shares during the last quarter. Nations Financial Group Inc. IA ADV grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 2.0% in the 1st quarter. Nations Financial Group Inc. IA ADV now owns 23,230 shares of the company’s stock worth $682,000 after acquiring an additional 450 shares during the last quarter. Harbor Investment Advisory LLC grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 20.0% in the 1st quarter. Harbor Investment Advisory LLC now owns 2,886 shares of the company’s stock worth $85,000 after acquiring an additional 480 shares during the last quarter. Sovran Advisors LLC increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 2.2% in the first quarter. Sovran Advisors LLC now owns 24,365 shares of the company’s stock valued at $770,000 after acquiring an additional 523 shares during the period. Finally, Trinity Wealth Management LLC increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 2.4% in the second quarter. Trinity Wealth Management LLC now owns 28,578 shares of the company’s stock valued at $942,000 after acquiring an additional 677 shares during the period.

Capital Group U.S. Small and Mid Cap ETF Stock Down 1.2%

Shares of NYSEARCA:CGMM traded down $0.37 during midday trading on Friday, hitting $30.97. 1,174,275 shares of the stock traded hands, compared to its average volume of 985,039. The stock has a market capitalization of $3.48 billion, a PE ratio of 21.71 and a beta of 0.86. The business’s 50 day moving average is $32.16 and its two-hundred day moving average is $31.85. Capital Group U.S. Small and Mid Cap ETF has a one year low of $26.80 and a one year high of $33.84.

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.