Commonwealth Equity Services’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$51.9M Buy
1,573,652
+202,749
+15% +$6.38M 0.07% 298
2026
Q1
$40.2M Buy
1,370,903
+450,785
+49% +$13.7M 0.06% 334
2025
Q4
$26.5M Buy
920,118
+197,366
+27% +$5.61M 0.04% 460
2025
Q3
$20.5M Buy
722,752
+68,591
+10% +$1.91M 0.03% 567
2025
Q2
$17.6M Buy
654,161
+412,326
+170% +$10.2M 0.02% 628
2025
Q1
$5.78M Buy
+241,835
New +$6.11M 0.01% 1189

Other funds holding CGMM

Commonwealth Equity Services's CGMM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 15% in Q2 2026, buying an estimated $6.38M and bringing the position to 1,573,652 shares worth $51.9M. The position accounts for 0.07% of the portfolio, ranked #298.

Commonwealth Equity Services first reported a position in CGMM in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Commonwealth Equity Services held 1,573,652 shares of Capital Group U.S. Small and Mid Cap ETF worth $51.9M as of Q2 2026.
  • Commonwealth Equity Services bought 202,749 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $6.38M.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.07% of Commonwealth Equity Services's portfolio in Q2 2026, its #298 holding.
  • Commonwealth Equity Services first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 6 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.