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

Cary Street 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	$6.28M	Buy	190,437 +9,875	+5%	+$311K	0.14%	165
2026 Q1	$5.3M	Sell	180,562 -16,022	-8%	-$486K	0.13%	166
2025 Q4	$5.67M	Buy	196,584 +6,456	+3%	+$184K	0.14%	159
2025 Q3	$5.4M	Sell	190,128 -3,545	-2%	-$98.8K	0.14%	160
2025 Q2	$5.21M	Buy	+193,673	New	+$4.78M	0.15%	159

Other funds holding CGMM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Cary Street Partners's CGMM Position: Q2 2026 in Review

Cary Street Partners increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 5.5% in Q2 2026, buying an estimated $311K and bringing the position to 190,437 shares worth $6.28M. The position accounts for 0.14% of the portfolio, ranked #165.

Cary Street Partners first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Cary Street Partners held 190,437 shares of Capital Group U.S. Small and Mid Cap ETF worth $6.28M as of Q2 2026.
Cary Street Partners bought 9,875 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $311K.
Capital Group U.S. Small and Mid Cap ETF made up 0.14% of Cary Street Partners's portfolio in Q2 2026, its #165 holding.
Cary Street Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
34 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.