Advisory Services Network’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$203K Buy
+6,907
New +$209K ﹤0.01% 1817
2025
Q4
Sell
-6,445
Closed -$183K 4470
2025
Q3
$183K Buy
+6,445
New +$180K ﹤0.01% 1737

Other funds holding CGMM

Advisory Services Network's CGMM Position: Q1 2026 in Review

Advisory Services Network opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q1 2026: 6,907 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1817 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CGMM as recently as Q3 2025.

Advisory Services Network first reported a position in CGMM in Q3 2025 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • Advisory Services Network held 6,907 shares of Capital Group U.S. Small and Mid Cap ETF worth $203K as of Q1 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new Advisory Services Network position in Q1 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1817 holding.
  • Advisory Services Network first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.