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
Q2
$456K Buy
13,820
+6,913
+100% +$218K 0.01% 1472
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: Q2 2026 in Review

Advisory Services Network increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 100% in Q2 2026, buying an estimated $218K and bringing the position to 13,820 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #1472.

Advisory Services Network first reported a position in CGMM in Q3 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Advisory Services Network held 13,820 shares of Capital Group U.S. Small and Mid Cap ETF worth $456K as of Q2 2026.
  • Advisory Services Network bought 6,913 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $218K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1472 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 3 quarters since.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.