CAPTRUST Financial Advisors
CGMM

CAPTRUST Financial Advisors’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.8M Buy
923,440
+891,748
+2,814% +$24M 0.06% 271
2025
Q1 		$757K Buy
+31,692
New +$757K ﹤0.01% 1419