Compton Financial Group LLC Grows Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Compton Financial Group LLC boosted its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 2,528.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 195,976 shares of the company’s stock after buying an additional 188,520 shares during the period. Capital Group U.S. Small and Mid Cap ETF accounts for approximately 1.3% of Compton Financial Group LLC’s portfolio, making the stock its 18th biggest holding. Compton Financial Group LLC owned about 0.26% of Capital Group U.S. Small and Mid Cap ETF worth $5,754,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Wells Fargo & Company MN grew its position in Capital Group U.S. Small and Mid Cap ETF by 349.4% in the 4th quarter. Wells Fargo & Company MN now owns 1,588,268 shares of the company’s stock valued at $45,806,000 after buying an additional 1,234,872 shares during the last quarter. LPL Financial LLC increased its stake in Capital Group U.S. Small and Mid Cap ETF by 48.7% in 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 in the last quarter. Captrust Financial Advisors raised its stake 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 worth $24,822,000 after buying an additional 891,748 shares during the last quarter. Kestra Advisory Services LLC grew its position in shares of Capital Group U.S. Small and Mid Cap ETF by 2,797.0% in the fourth quarter. Kestra Advisory Services LLC now owns 898,412 shares of the company’s stock valued at $25,910,000 after purchasing an additional 867,400 shares during the last quarter. Finally, Osaic Holdings Inc. grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 90.7% during the 4th quarter. Osaic Holdings Inc. now owns 1,534,907 shares of the company’s stock valued at $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

Capital Group U.S. Small and Mid Cap ETF stock opened at $32.72 on Monday. The stock has a market capitalization of $3.06 billion, a P/E ratio of 21.71 and a beta of 0.81. 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’s 50-day moving average is $31.77 and its two-hundred day moving average is $30.80.

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.