Belpointe Asset Management’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Belpointe Asset Management’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	$281K	Buy	8,530 +1,380	+19%	+$43.4K	0.01%	923
2026 Q1	$210K	Buy	+7,150	New	+$217K	0.01%	994

Other funds holding CGMM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Belpointe Asset Management's CGMM Position: Q2 2026 in Review

Belpointe Asset Management increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 19% in Q2 2026, buying an estimated $43.4K and bringing the position to 8,530 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #923.

Belpointe Asset Management first reported a position in CGMM in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Belpointe Asset Management held 8,530 shares of Capital Group U.S. Small and Mid Cap ETF worth $281K as of Q2 2026.
Belpointe Asset Management bought 1,380 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $43.4K.
Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #923 holding.
Belpointe Asset Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 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 Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.