CLG LLC
CGMM icon

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
Q3 		$330K Buy
10,674
+743
+7% +$24K 0.07% 111
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

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Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Main Line Retirement Advisors
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Smith Thornton Advisors
Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return

CLG LLC's CGMM Position: Q3 2026 in Review

CLG LLC increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 7.5% in Q3 2026, buying an estimated $24K and bringing the position to 10,674 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #111.

CLG LLC first reported a position in CGMM in Q4 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

  • CLG LLC held 10,674 shares of Capital Group U.S. Small and Mid Cap ETF worth $330K as of Q3 2026.
  • CLG LLC bought 743 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $24K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.07% of CLG LLC's portfolio in Q3 2026, its #111 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 4 quarters since.
  • 66 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.