17,949 Capital Group U.S. Small and Mid Cap ETF $CGMM Shares Bought by Founders Financial Securities LLC

Founders Financial Securities LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 29.3% in the third quarter, Holdings Channel reports. The institutional investor owned 79,303 shares of the company’s stock after buying an additional 17,949 shares during the quarter. Founders Financial Securities LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $2,455,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of CGMM. Blueprint Investment Partners LLC grew its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 2.1% in the third quarter. Blueprint Investment Partners LLC now owns 49,251 shares of the company’s stock worth $1,525,000 after acquiring an additional 1,021 shares during the last quarter. Blueprint Financial Advisors LLC raised its stake in Capital Group U.S. Small and Mid Cap ETF by 2.1% during the 3rd quarter. Blueprint Financial Advisors LLC now owns 49,251 shares of the company’s stock valued at $1,525,000 after purchasing an additional 1,021 shares during the last quarter. D.A. Davidson & CO. raised its stake in Capital Group U.S. Small and Mid Cap ETF by 6.3% during the 3rd quarter. D.A. Davidson & CO. now owns 51,445 shares of the company’s stock valued at $1,593,000 after purchasing an additional 3,046 shares during the last quarter. North Star Investment Management Corp. bought a new stake in Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at $90,000. Finally, Latitude Advisors LLC boosted its holdings in Capital Group U.S. Small and Mid Cap ETF by 51.8% in the 3rd quarter. Latitude Advisors LLC now owns 62,942 shares of the company’s stock valued at $1,949,000 after purchasing an additional 21,485 shares during the period.

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

NYSEARCA CGMM opened at $31.21 on Friday. The firm has a market capitalization of $3.55 billion, a price-to-earnings ratio of 21.71 and a beta of 0.86. The company’s fifty day moving average is $31.78 and its two-hundred day moving average is $31.46. 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.

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.