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

Atria Investments’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	$3.03M	Buy	92,004 +42,806	+87%	+$1.35M	0.03%	560
2026 Q1	$1.44M	Buy	49,198 +22,973	+88%	+$697K	0.02%	864
2025 Q4	$756K	Buy	+26,225	New	+$746K	0.01%	1220

Other funds holding CGMM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Atria Investments's CGMM Position: Q2 2026 in Review

Atria Investments increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 87% in Q2 2026, buying an estimated $1.35M and bringing the position to 92,004 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #560.

Atria Investments 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.

Atria Investments held 92,004 shares of Capital Group U.S. Small and Mid Cap ETF worth $3.03M as of Q2 2026.
Atria Investments bought 42,806 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $1.35M.
Capital Group U.S. Small and Mid Cap ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #560 holding.
Atria Investments 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.