Capital Group U.S. Small and Mid Cap ETF $CGMM Stock Holdings Lifted by NavPoint Financial Inc.

NavPoint Financial Inc. grew its position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 35.9% during the 1st quarter, HoldingsChannel.com reports. The firm owned 102,614 shares of the company’s stock after acquiring an additional 27,088 shares during the quarter. Capital Group U.S. Small and Mid Cap ETF makes up about 1.2% of NavPoint Financial Inc.’s investment portfolio, making the stock its 24th largest holding. NavPoint Financial Inc.’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $3,013,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Root Financial Partners LLC acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF during the 1st quarter valued at about $145,000. Essex Financial Services Inc. increased its holdings in Capital Group U.S. Small and Mid Cap ETF by 16.5% in the first quarter. Essex Financial Services Inc. now owns 108,398 shares of the company’s stock worth $3,183,000 after buying an additional 15,359 shares during the last quarter. Harbor Investment Advisory LLC increased its holdings in Capital Group U.S. Small and Mid Cap ETF by 20.0% in the first quarter. Harbor Investment Advisory LLC now owns 2,886 shares of the company’s stock worth $85,000 after buying an additional 480 shares during the last quarter. Summit Investment Advisory Services LLC raised its position in Capital Group U.S. Small and Mid Cap ETF by 169.9% during the first quarter. Summit Investment Advisory Services LLC now owns 22,284 shares of the company’s stock valued at $654,000 after acquiring an additional 14,027 shares in the last quarter. Finally, Apollon Wealth Management LLC bought a new position in Capital Group U.S. Small and Mid Cap ETF during the first quarter valued at approximately $453,000.

Capital Group U.S. Small and Mid Cap ETF Stock Down 0.1%

Shares of CGMM opened at $32.93 on Thursday. The company’s fifty day moving average is $31.73 and its 200-day moving average is $30.75. Capital Group U.S. Small and Mid Cap ETF has a 12 month low of $26.68 and a 12 month high of $33.25. The firm has a market cap of $3.03 billion, a price-to-earnings ratio of 21.71 and a beta of 0.81.

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.