CAWM
CGMM

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

Capital A Wealth 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
2025
Q2 		– Sell
-520
Closed -$12.4K – 881
2025
Q1 		$12.4K Buy
+520
New +$13.1K 0.01% 277

Other funds holding CGMM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $200M AUM 15.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Capital A Wealth Management's CGMM Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2025, closing a stake of 520 shares — an estimated $12.4K sold.

Capital A Wealth Management first reported a position in CGMM in Q1 2025 and held it in 1 quarter. The position peaked at $12.4K in Q1 2025. 82 funds tracked by Wall St. Rank hold CGMM as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 520 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2025, an estimated $12.4K.
  • Capital A Wealth Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Capital Group U.S. Small and Mid Cap ETF position peaked at $12.4K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.