Apollon Wealth Management LLC Takes $453,000 Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Apollon Wealth Management LLC bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the first quarter, HoldingsChannel reports. The institutional investor bought 15,423 shares of the company’s stock, valued at approximately $453,000.

A number of other large investors have also added to or reduced their stakes in CGMM. Trilogy Capital Inc. purchased a new stake in Capital Group U.S. Small and Mid Cap ETF during the 1st quarter worth $272,000. Main Line Retirement Advisors LLC boosted its position in Capital Group U.S. Small and Mid Cap ETF by 0.5% in the 1st quarter. Main Line Retirement Advisors LLC now owns 523,944 shares of the company’s stock valued at $15,383,000 after buying an additional 2,440 shares during the last quarter. Kestra Private Wealth Services LLC grew its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 99.0% during the first quarter. Kestra Private Wealth Services LLC now owns 27,551 shares of the company’s stock valued at $809,000 after acquiring an additional 13,708 shares in the last quarter. RFG Advisory LLC increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 4.4% during the first quarter. RFG Advisory LLC now owns 40,306 shares of the company’s stock worth $1,183,000 after acquiring an additional 1,686 shares during the last quarter. Finally, Richards Merrill & Peterson Inc. increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 58.4% during the first quarter. Richards Merrill & Peterson Inc. now owns 21,290 shares of the company’s stock worth $625,000 after acquiring an additional 7,850 shares during the last quarter.

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

CGMM stock opened at $32.72 on Monday. Capital Group U.S. Small and Mid Cap ETF has a 52-week low of $26.68 and a 52-week high of $33.25. The stock’s 50 day moving average is $31.77 and its two-hundred day moving average is $30.80. The company has a market capitalization of $3.06 billion, a PE 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.