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

National Wealth Management Group LLC reduced its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 27.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 130,145 shares of the company’s stock after selling 49,516 shares during the quarter. Capital Group U.S. Small and Mid Cap ETF accounts for approximately 1.2% of National Wealth Management Group LLC’s investment portfolio, making the stock its 18th biggest holding. National Wealth Management Group LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $4,029,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Tempus Wealth Planning LLC increased its stake in shares of 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 worth $833,000 after purchasing an additional 368 shares during the last quarter. Harbor Investment Advisory LLC raised its holdings in shares of 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 valued at $85,000 after purchasing an additional 480 shares during the period. Sovran Advisors LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 2.2% in the 1st quarter. Sovran Advisors LLC now owns 24,365 shares of the company’s stock valued at $770,000 after purchasing an additional 523 shares during the period. Diversify Advisory Services LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 2.4% in the 3rd quarter. Diversify Advisory Services LLC now owns 27,953 shares of the company’s stock valued at $876,000 after purchasing an additional 645 shares during the period. Finally, Trinity Wealth Management LLC lifted its stake in Capital Group U.S. Small and Mid Cap ETF by 2.4% in the 2nd quarter. Trinity Wealth Management LLC now owns 28,578 shares of the company’s stock valued at $942,000 after purchasing an additional 677 shares during the last quarter.

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

Shares of NYSEARCA:CGMM opened at $31.29 on Tuesday. Capital Group U.S. Small and Mid Cap ETF has a 52-week low of $26.80 and a 52-week high of $33.84. The company has a market capitalization of $3.54 billion, a P/E ratio of 21.71 and a beta of 0.86. The company has a 50-day simple moving average of $31.91 and a 200 day simple moving average of $31.43.

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.