Avantax Advisory Services’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Avantax Advisory Services’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 Q2	$1.75M	Buy	+64,937	New	+$1.6M	0.01%	873

Other funds holding CGMM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

MLRA

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Avantax Advisory Services's CGMM Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2025: 64,937 shares worth $1.75M. The stake represents 0.01% of the portfolio and ranks #873 among its holdings.

82 funds tracked by Wall St. Rank hold CGMM as of Q2 2025.

Avantax Advisory Services held 64,937 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.75M as of Q2 2025.
Capital Group U.S. Small and Mid Cap ETF was a new Avantax Advisory Services position in Q2 2025.
Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #873 holding.
82 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.