CL
CGMM

CLG LLC’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

CLG LLC’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 		$327K Buy
9,931
+854
+9% +$26.9K 0.07% 121
2026
Q1 		$267K Buy
9,077
+1,244
+16% +$37.7K 0.07% 118
2025
Q4 		$226K Buy
+7,833
New +$223K 0.06% 129

Other funds holding CGMM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
DC
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

CLG LLC's CGMM Position: Q2 2026 in Review

CLG LLC increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 9.4% in Q2 2026, buying an estimated $26.9K and bringing the position to 9,931 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #121.

CLG LLC first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • CLG LLC held 9,931 shares of Capital Group U.S. Small and Mid Cap ETF worth $327K as of Q2 2026.
  • CLG LLC bought 854 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $26.9K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.07% of CLG LLC's portfolio in Q2 2026, its #121 holding.
  • CLG LLC first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 3 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 CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.