CFG
CGMM

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

CMC Financial 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
2026
Q1 		– Sell
-119,727
Closed -$3.45M – 52
2025
Q4 		$3.45M Buy
+119,727
New +$3.41M 6.16% 8

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CMC Financial Group's CGMM Position: Q1 2026 in Review

CMC Financial Group sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q1 2026, closing a stake of 119,727 shares — an estimated $3.45M sold.

CMC Financial Group first reported a position in CGMM in Q4 2025 and held it in 1 quarter. The position peaked at $3.45M in Q4 2025. 200 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • CMC Financial Group reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • CMC Financial Group sold 119,727 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $3.45M.
  • CMC Financial Group first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and held it in 1 quarter.
  • CMC Financial Group's Capital Group U.S. Small and Mid Cap ETF position peaked at $3.45M in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.