BNB Wealth Management LLC Invests $3.44 Million in Capital Group U.S. Small and Mid Cap ETF $CGMM

Posted by ABMN Staff on Jun 18th, 2026

BNB Wealth Management LLC bought a new position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 119,097 shares of the company’s stock, valued at approximately $3,435,000. Capital Group U.S. Small and Mid Cap ETF makes up 2.2% of BNB Wealth Management LLC’s portfolio, making the stock its 19th biggest holding. BNB Wealth Management LLC owned approximately 0.25% of Capital Group U.S. Small and Mid Cap ETF at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Dynamic Advisor Solutions LLC acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the 4th quarter worth $1,293,000. Stratos Wealth Partners LTD. acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the 3rd quarter worth $511,000. Wealth Science Advisors LLC acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the 4th quarter worth $2,690,000. Ergawealth Advisors Inc. lifted its holdings in Capital Group U.S. Small and Mid Cap ETF by 125.1% during the 4th quarter. Ergawealth Advisors Inc. now owns 749,108 shares of the company’s stock worth $21,604,000 after buying an additional 416,344 shares in the last quarter. Finally, Blueprint Financial Advisors LLC acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at $665,000.

Capital Group U.S. Small and Mid Cap ETF Stock Down 1.3%

CGMM stock opened at $31.83 on Thursday. The business’s fifty day moving average is $31.44 and its 200-day moving average is $30.49. The company has a market cap of $2.38 billion, a P/E ratio of 21.71 and a beta of 0.86. Capital Group U.S. Small and Mid Cap ETF has a twelve month low of $25.71 and a twelve month high of $32.58.

Capital Group U.S. Small and Mid Cap ETF Company Profile

(Free Report)

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.