Trademark Financial Management LLC Buys 33,266 Shares of Capital Group U.S. Small and Mid Cap ETF $CGMM

Trademark Financial Management LLC increased its stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 180.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 51,685 shares of the company’s stock after acquiring an additional 33,266 shares during the period. Trademark Financial Management LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $1,517,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. LPL Financial LLC grew its position in Capital Group U.S. Small and Mid Cap ETF by 48.7% during the 4th quarter. LPL Financial LLC now owns 2,955,064 shares of the company’s stock worth $85,224,000 after acquiring an additional 967,841 shares during the last quarter. Wells Fargo & Company MN lifted its position in Capital Group U.S. Small and Mid Cap ETF by 349.4% in the fourth quarter. Wells Fargo & Company MN now owns 1,588,268 shares of the company’s stock valued at $45,806,000 after purchasing an additional 1,234,872 shares during the last quarter. Osaic Holdings Inc. lifted its position in Capital Group U.S. Small and Mid Cap ETF by 90.7% in the fourth quarter. Osaic Holdings Inc. now owns 1,534,907 shares of the company’s stock valued at $44,271,000 after purchasing an additional 730,173 shares during the last quarter. Merit Financial Group LLC boosted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 3.4% during the fourth quarter. Merit Financial Group LLC now owns 1,360,431 shares of the company’s stock valued at $39,235,000 after purchasing an additional 44,397 shares during the period. Finally, Cetera Investment Advisers boosted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 25.1% during the fourth quarter. Cetera Investment Advisers now owns 1,169,463 shares of the company’s stock valued at $33,727,000 after purchasing an additional 234,742 shares during the period.

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

Shares of Capital Group U.S. Small and Mid Cap ETF stock opened at $32.72 on Friday. Capital Group U.S. Small and Mid Cap ETF has a 52-week low of $26.68 and a 52-week high of $33.25. The stock has a market capitalization of $3.01 billion, a price-to-earnings ratio of 21.71 and a beta of 0.81. The company’s 50 day moving average price is $31.75 and its 200-day moving average price is $30.77.

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

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.