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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
Q3 		$161K Buy
5,209
+4,143
+389% +$134K 0.04% 270
2026
Q2 		$35.1K Buy
+1,066
New +$33.6K 0.01% 587

Other funds holding CGMM

MLRA
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WWP
Wise Wealth Partners Phoenix, Arizona $54.6M AUM 9.99% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Cape Investment Advisory's CGMM Position: Q3 2026 in Review

Cape Investment Advisory increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 389% in Q3 2026, buying an estimated $134K and bringing the position to 5,209 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #270.

Cape Investment Advisory first reported a position in CGMM in Q2 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

  • Cape Investment Advisory held 5,209 shares of Capital Group U.S. Small and Mid Cap ETF worth $161K as of Q3 2026.
  • Cape Investment Advisory bought 4,143 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $134K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.04% of Cape Investment Advisory's portfolio in Q3 2026, its #270 holding.
  • Cape Investment Advisory first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.