Capital Group U.S. Small and Mid Cap ETF $CGMM Stock Position Boosted by Ergawealth Advisors Inc.

Ergawealth Advisors Inc. boosted its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 125.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 749,108 shares of the company’s stock after purchasing an additional 416,344 shares during the period. Capital Group U.S. Small and Mid Cap ETF makes up 9.9% of Ergawealth Advisors Inc.’s holdings, making the stock its 4th biggest holding. Ergawealth Advisors Inc. owned 1.56% of Capital Group U.S. Small and Mid Cap ETF worth $21,604,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Main Line Retirement Advisors LLC raised its stake in Capital Group U.S. Small and Mid Cap ETF by 0.8% during the fourth quarter. Main Line Retirement Advisors LLC now owns 521,504 shares of the company’s stock worth $15,040,000 after purchasing an additional 4,109 shares during the period. Flagship Harbor Advisors LLC purchased a new position in Capital Group U.S. Small and Mid Cap ETF during the fourth quarter worth about $79,000. NavPoint Financial Inc. raised its stake in Capital Group U.S. Small and Mid Cap ETF by 24.9% during the fourth quarter. NavPoint Financial Inc. now owns 75,526 shares of the company’s stock worth $2,178,000 after purchasing an additional 15,071 shares during the period. Sovran Advisors LLC raised its stake in Capital Group U.S. Small and Mid Cap ETF by 2.3% during the fourth quarter. Sovran Advisors LLC now owns 23,842 shares of the company’s stock worth $736,000 after purchasing an additional 528 shares during the period. Finally, Stratos Wealth Partners LTD. raised its stake in Capital Group U.S. Small and Mid Cap ETF by 120.1% during the fourth quarter. Stratos Wealth Partners LTD. now owns 39,570 shares of the company’s stock worth $1,141,000 after purchasing an additional 21,588 shares during the period.

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

Shares of CGMM stock opened at $30.67 on Thursday. Capital Group U.S. Small and Mid Cap ETF has a 12 month low of $20.73 and a 12 month high of $31.65. The company has a market capitalization of $2.10 billion, a PE ratio of 21.71 and a beta of 1.06. The firm’s 50-day moving average is $30.27 and its two-hundred day moving average is $29.35.

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.