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

Aprio Wealth Management’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	$4.74M	Buy	143,654 +87,883	+158%	+$2.77M	0.23%	88
2026 Q1	$1.64M	Buy	55,771 +15,036	+37%	+$456K	0.09%	144
2025 Q4	$1.17M	Buy	+40,735	New	+$1.16M	0.07%	172

Other funds holding CGMM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Aprio Wealth Management's CGMM Position: Q2 2026 in Review

Aprio Wealth Management increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 158% in Q2 2026, buying an estimated $2.77M and bringing the position to 143,654 shares worth $4.74M. The position accounts for 0.23% of the portfolio, ranked #88.

Aprio Wealth Management first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Aprio Wealth Management held 143,654 shares of Capital Group U.S. Small and Mid Cap ETF worth $4.74M as of Q2 2026.
Aprio Wealth Management bought 87,883 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $2.77M.
Capital Group U.S. Small and Mid Cap ETF made up 0.23% of Aprio Wealth Management's portfolio in Q2 2026, its #88 holding.
Aprio Wealth Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 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 Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.