Capital Group U.S. Small and Mid Cap ETF $CGMM Shares Bought by Valmark Advisers Inc.

Valmark Advisers Inc. lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 47.2% during the first quarter, Holdings Channel.com reports. The firm owned 208,654 shares of the company’s stock after acquiring an additional 66,928 shares during the period. Valmark Advisers Inc.’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $6,126,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of CGMM. Wells Fargo & Company MN grew its position in Capital Group U.S. Small and Mid Cap ETF by 349.4% in the 4th quarter. Wells Fargo & Company MN now owns 1,588,268 shares of the company’s stock valued at $45,806,000 after buying an additional 1,234,872 shares in the last quarter. LPL Financial LLC raised its position in shares of 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 buying an additional 967,841 shares in the last quarter. Captrust Financial Advisors lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 2,813.8% in the 2nd quarter. Captrust Financial Advisors now owns 923,440 shares of the company’s stock worth $24,822,000 after acquiring an additional 891,748 shares during the period. Kestra Advisory Services LLC lifted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 2,797.0% in the 4th quarter. Kestra Advisory Services LLC now owns 898,412 shares of the company’s stock worth $25,910,000 after acquiring an additional 867,400 shares during the period. Finally, Osaic Holdings Inc. boosted its holdings in shares of 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 acquiring an additional 730,173 shares in the last quarter.

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

Shares of NYSEARCA CGMM traded down $0.04 during mid-day trading on Friday, reaching $32.51. 683,171 shares of the company traded hands, compared to its average volume of 1,097,529. Capital Group U.S. Small and Mid Cap ETF has a fifty-two week low of $26.68 and a fifty-two week high of $33.25. The firm has a market cap of $3.08 billion, a PE ratio of 21.71 and a beta of 0.81. The stock has a fifty day simple moving average of $31.89 and a 200-day simple moving average of $30.90.

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.