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

Trademark Financial Management LLC boosted its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 180.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,685 shares of the company’s stock after acquiring an additional 33,266 shares during the period. Trademark Financial Management LLC owned 0.07% of Capital Group U.S. Small and Mid Cap ETF worth $1,517,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Wells Fargo & Company MN increased its holdings in shares of 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 worth $45,806,000 after purchasing an additional 1,234,872 shares during the period. LPL Financial LLC increased 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 valued at $85,224,000 after purchasing an additional 967,841 shares during the last quarter. Captrust Financial Advisors increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 2,813.8% during the 2nd quarter. Captrust Financial Advisors now owns 923,440 shares of the company’s stock valued at $24,822,000 after purchasing an additional 891,748 shares during the last quarter. Kestra Advisory Services LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 2,797.0% during the 4th quarter. Kestra Advisory Services LLC now owns 898,412 shares of the company’s stock valued at $25,910,000 after buying an additional 867,400 shares in the last quarter. Finally, Osaic Holdings Inc. lifted its position in Capital Group U.S. Small and Mid Cap ETF by 90.7% in the 4th quarter. Osaic Holdings Inc. now owns 1,534,907 shares of the company’s stock worth $44,271,000 after buying an additional 730,173 shares during the last quarter.

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

Shares of CGMM opened at $32.72 on Friday. The firm has a market cap of $3.01 billion, a P/E ratio of 21.71 and a beta of 0.81. The stock has a 50 day simple moving average of $31.75 and a two-hundred day simple moving average of $30.77. Capital Group U.S. Small and Mid Cap ETF has a 1 year low of $26.68 and a 1 year high of $33.25.

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.