Superior Planning, LLC’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Superior Planning, LLC’s Portfolio CGMM Stock Details CGMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.51K	Buy	+275	New	+$8.9K	﹤0.01%	987

Other funds holding CGMM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Superior Planning, LLC's CGMM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q3 2026: 275 shares worth $8.51K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings.

189 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Superior Planning, LLC held 275 shares of Capital Group U.S. Small and Mid Cap ETF worth $8.51K as of Q3 2026.
Capital Group U.S. Small and Mid Cap ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #987 holding.
189 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.