AFP
CGMM

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
2025
Q4 		– Sell
-7,137
Closed -$203K – 1019
2025
Q3 		$203K Buy
+7,137
New +$199K 0.01% 892

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Ausdal Financial Partners's CGMM Position: Q4 2025 in Review

Ausdal Financial Partners sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q4 2025, closing a stake of 7,137 shares — an estimated $203K sold.

Ausdal Financial Partners first reported a position in CGMM in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 175 funds tracked by Wall St. Rank hold CGMM as of Q4 2025.

  • Ausdal Financial Partners reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 7,137 Capital Group U.S. Small and Mid Cap ETF shares in Q4 2025, an estimated $203K.
  • Ausdal Financial Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and held it in 1 quarter.
  • Ausdal Financial Partners's Capital Group U.S. Small and Mid Cap ETF position peaked at $203K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q4 2025.

Based on Ausdal Financial Partners's 13F filing for Q4 2025, filed 13 Feb 2026.