Cetera Investment Advisers
CGMM

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

Cetera Investment Advisers’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 		$75M Buy
2,276,254
+755,963
+50% +$23.8M 0.07% 284
2026
Q1 		$44.6M Buy
1,520,291
+350,828
+30% +$10.6M 0.05% 407
2025
Q4 		$33.7M Buy
1,169,463
+234,742
+25% +$6.68M 0.04% 459
2025
Q3 		$26.5M Buy
934,721
+652,889
+232% +$18.2M 0.03% 529
2025
Q2 		$7.58M Buy
+281,832
New +$6.96M 0.01% 965

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers's CGMM Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 50% in Q2 2026, buying an estimated $23.8M and bringing the position to 2,276,254 shares worth $75M. The position accounts for 0.07% of the portfolio, ranked #284.

Cetera Investment Advisers first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Cetera Investment Advisers held 2,276,254 shares of Capital Group U.S. Small and Mid Cap ETF worth $75M as of Q2 2026.
  • Cetera Investment Advisers bought 755,963 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $23.8M.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.07% of Cetera Investment Advisers's portfolio in Q2 2026, its #284 holding.
  • Cetera Investment Advisers 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.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.