Benjamin Edwards Inc’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Benjamin Edwards Inc’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	$26.4M	Buy	801,560 +267,289	+50%	+$8.42M	0.24%	117
2026 Q1	$15.7M	Buy	534,271 +184,671	+53%	+$5.6M	0.16%	159
2025 Q4	$10.1M	Buy	349,600 +141,260	+68%	+$4.02M	0.11%	188
2025 Q3	$5.91M	Buy	208,340 +112,076	+116%	+$3.12M	0.07%	269
2025 Q2	$2.59M	Buy	96,264 +55,149	+134%	+$1.36M	0.03%	409
2025 Q1	$982K	Buy	+41,115	New	+$1.04M	0.01%	585

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

Benjamin Edwards Inc's CGMM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 50% in Q2 2026, buying an estimated $8.42M and bringing the position to 801,560 shares worth $26.4M. The position accounts for 0.24% of the portfolio, ranked #117.

Benjamin Edwards Inc first reported a position in CGMM in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Benjamin Edwards Inc held 801,560 shares of Capital Group U.S. Small and Mid Cap ETF worth $26.4M as of Q2 2026.
Benjamin Edwards Inc bought 267,289 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $8.42M.
Capital Group U.S. Small and Mid Cap ETF made up 0.24% of Benjamin Edwards Inc's portfolio in Q2 2026, its #117 holding.
Benjamin Edwards Inc first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 6 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.