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

Ausdal Financial Partners’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 		$239K Buy
+7,255
New +$228K 0.01% 915
2025
Q4 		– Sell
-7,137
Closed -$203K – 1019
2025
Q3 		$203K Buy
+7,137
New +$199K 0.01% 892

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Pathstone Holdings
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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
MFG
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

Ausdal Financial Partners's CGMM Position: Q2 2026 in Review

Ausdal Financial Partners opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 7,255 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in CGMM as recently as Q3 2025.

Ausdal Financial Partners first reported a position in CGMM in Q3 2025 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Ausdal Financial Partners held 7,255 shares of Capital Group U.S. Small and Mid Cap ETF worth $239K as of Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new Ausdal Financial Partners position in Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #915 holding.
  • Ausdal Financial Partners 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.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.