CIBC Private Wealth Group
CGMM

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

CIBC Private Wealth Group’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
Q4 		$39.1K Hold
1,356
– – ﹤0.01% 1882
2025
Q3 		$38.5K Buy
+1,356
New +$37.8K ﹤0.01% 1901

Other funds holding CGMM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIBC Private Wealth Group's CGMM Position: Q4 2025 in Review

CIBC Private Wealth Group held its Capital Group U.S. Small and Mid Cap ETF (CGMM) position steady in Q4 2025 at 1,356 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

CIBC Private Wealth Group first reported a position in CGMM in Q3 2025 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold CGMM as of Q4 2025.

  • CIBC Private Wealth Group held 1,356 shares of Capital Group U.S. Small and Mid Cap ETF worth $39.1K as of Q4 2025.
  • CIBC Private Wealth Group left its Capital Group U.S. Small and Mid Cap ETF share count unchanged in Q4 2025.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1882 holding.
  • CIBC Private Wealth Group first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.