National Wealth Management Group LLC Invests $535,000 in Capital Group U.S. Small and Mid Cap ETF $CGMM

National Wealth Management Group LLC acquired a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 18,857 shares of the company’s stock, valued at approximately $535,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Smith Thornton Advisors LLC increased its holdings in Capital Group U.S. Small and Mid Cap ETF by 0.5% during the 2nd quarter. Smith Thornton Advisors LLC now owns 113,644 shares of the company’s stock worth $3,055,000 after purchasing an additional 529 shares during the period. Barrett & Company Inc. grew its position in shares of 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 worth $153,000 after buying an additional 550 shares in the last quarter. Founders Financial Securities LLC grew its position in shares of Capital Group U.S. Small and Mid Cap ETF by 4.5% during the third quarter. Founders Financial Securities LLC now owns 13,475 shares of the company’s stock worth $383,000 after buying an additional 586 shares in the last quarter. OneAscent Financial Services LLC increased its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 3.3% during the third quarter. OneAscent Financial Services LLC now owns 24,285 shares of the company’s stock worth $689,000 after buying an additional 779 shares during the period. Finally, D.A. Davidson & CO. raised its holdings in Capital Group U.S. Small and Mid Cap ETF by 5.2% in the third quarter. D.A. Davidson & CO. now owns 17,582 shares of the company’s stock valued at $499,000 after acquiring an additional 862 shares in the last quarter.

Capital Group U.S. Small and Mid Cap ETF Stock Down 1.0%

Shares of Capital Group U.S. Small and Mid Cap ETF stock opened at $30.57 on Monday. 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 has a market capitalization of $1.32 billion, a P/E ratio of 21.71 and a beta of 1.27. The company has a 50 day moving average of $29.24 and a 200 day moving average of $28.46.

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.