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

Blueprint Investment 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	$1.59M	Buy	48,230 +6,101	+14%	+$192K	0.13%	95
2026 Q1	$1.24M	Buy	42,129 +2,262	+6%	+$68.6K	0.13%	87
2025 Q4	$1.15M	Buy	39,867 +16,457	+70%	+$468K	0.12%	84
2025 Q3	$665K	Buy	+23,410	New	+$652K	0.09%	102

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

Blueprint Investment Partners's CGMM Position: Q2 2026 in Review

Blueprint Investment Partners increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 14% in Q2 2026, buying an estimated $192K and bringing the position to 48,230 shares worth $1.59M. The position accounts for 0.13% of the portfolio, ranked #95.

Blueprint Investment Partners first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Blueprint Investment Partners held 48,230 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.59M as of Q2 2026.
Blueprint Investment Partners bought 6,101 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $192K.
Capital Group U.S. Small and Mid Cap ETF made up 0.13% of Blueprint Investment Partners's portfolio in Q2 2026, its #95 holding.
Blueprint Investment Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 4 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 Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.