Advisornet Financial’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Advisornet Financial’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 Q2	$4.78K	Hold	145	–	–	﹤0.01%	1770
2026 Q1	$4.26K	Hold	145	–	–	﹤0.01%	1767
2025 Q4	$4.18K	Sell	145 -150	-51%	-$4.27K	﹤0.01%	1771
2025 Q3	$8.38K	Hold	295	–	–	﹤0.01%	1573
2025 Q2	$7.93K	Buy	+295	New	+$7.28K	﹤0.01%	1549

Other funds holding CGMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Advisornet Financial's CGMM Position: Q2 2026 in Review

Advisornet Financial held its Capital Group U.S. Small and Mid Cap ETF (CGMM) position steady in Q2 2026 at 145 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Advisornet Financial first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.38K in Q3 2025. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Advisornet Financial held 145 shares of Capital Group U.S. Small and Mid Cap ETF worth $4.78K as of Q2 2026.
Advisornet Financial left its Capital Group U.S. Small and Mid Cap ETF share count unchanged in Q2 2026.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1770 holding.
Advisornet Financial first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
Advisornet Financial's Capital Group U.S. Small and Mid Cap ETF position peaked at $8.38K in Q3 2025.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.