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

Archer Investment Corporation’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 		$11.6K Hold
352
– – ﹤0.01% 800
2026
Q1 		$10.3K Hold
352
– – ﹤0.01% 783
2025
Q4 		$10.2K Buy
+352
New +$10K ﹤0.01% 722

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Archer Investment Corporation's CGMM Position: Q2 2026 in Review

Archer Investment Corporation held its Capital Group U.S. Small and Mid Cap ETF (CGMM) position steady in Q2 2026 at 352 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Archer Investment Corporation 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.

  • Archer Investment Corporation held 352 shares of Capital Group U.S. Small and Mid Cap ETF worth $11.6K as of Q2 2026.
  • Archer Investment Corporation 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 Archer Investment Corporation's portfolio in Q2 2026, its #800 holding.
  • Archer Investment Corporation 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 Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.