AG
CGMM

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

AmeriFlex Group’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
Q1 		$6.52K Buy
+222
New +$6.73K ﹤0.01% 795
2025
Q4 		– Sell
-140
Closed -$3.98K – 1212
2025
Q3 		$3.98K Buy
+140
New +$3.9K ﹤0.01% 938

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AmeriFlex Group's CGMM Position: Q1 2026 in Review

AmeriFlex Group opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q1 2026: 222 shares worth $6.52K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in CGMM as recently as Q3 2025.

AmeriFlex Group 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.

  • AmeriFlex Group held 222 shares of Capital Group U.S. Small and Mid Cap ETF worth $6.52K as of Q1 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new AmeriFlex Group position in Q1 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #795 holding.
  • AmeriFlex Group 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 AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.