Boyer Financial Services Inc. Takes $1.84 Million Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Boyer Financial Services Inc. purchased a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the fourth quarter, Holdings Channel reports. The firm purchased 62,864 shares of the company’s stock, valued at approximately $1,837,000. Capital Group U.S. Small and Mid Cap ETF makes up approximately 1.9% of Boyer Financial Services Inc.’s portfolio, making the stock its 15th biggest position.

A number of other institutional investors have also modified their holdings of the company. Sovran Advisors LLC boosted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 2.3% in the 4th quarter. Sovran Advisors LLC now owns 23,842 shares of the company’s stock valued at $736,000 after buying an additional 528 shares in the last quarter. CWM LLC boosted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 37.3% in the 4th quarter. CWM LLC now owns 1,990 shares of the company’s stock valued at $57,000 after buying an additional 541 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in Capital Group U.S. Small and Mid Cap ETF by 21.3% in the 4th quarter. Farther Finance Advisors LLC now owns 3,131 shares of the company’s stock worth $90,000 after purchasing an additional 549 shares in the last quarter. OneAscent Financial Services LLC boosted its stake in Capital Group U.S. Small and Mid Cap ETF by 3.3% in the 3rd quarter. OneAscent Financial Services LLC now owns 24,285 shares of the company’s stock worth $689,000 after purchasing an additional 779 shares in the last quarter. Finally, D.A. Davidson & CO. boosted its stake in Capital Group U.S. Small and Mid Cap ETF by 5.2% in the 3rd quarter. D.A. Davidson & CO. now owns 17,582 shares of the company’s stock worth $499,000 after purchasing an additional 862 shares in the last quarter.

Capital Group U.S. Small and Mid Cap ETF Stock Down 0.1%

CGMM stock opened at $31.39 on Tuesday. The firm has a 50 day moving average of $30.46 and a 200 day moving average of $29.64. The stock has a market capitalization of $2.29 billion, a PE ratio of 21.71 and a beta of 1.06. Capital Group U.S. Small and Mid Cap ETF has a 52 week low of $22.92 and a 52 week high of $32.38.

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