CIA
CGMM

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

Cape Investment Advisory’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 		$35.1K Buy
+1,066
New +$33.6K 0.01% 587

Other funds holding CGMM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cape Investment Advisory's CGMM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 1,066 shares worth $35.1K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings.

65 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Cape Investment Advisory held 1,066 shares of Capital Group U.S. Small and Mid Cap ETF worth $35.1K as of Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new Cape Investment Advisory position in Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #587 holding.
  • 65 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.