CWM
CGMM

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

Cornerstone Wealth Management’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 		$641K Buy
19,455
+4,369
+29% +$138K 0.03% 432
2026
Q1 		$443K Buy
15,086
+3,524
+30% +$107K 0.02% 478
2025
Q4 		$333K Buy
+11,562
New +$329K 0.02% 513

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cornerstone Wealth Management's CGMM Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 29% in Q2 2026, buying an estimated $138K and bringing the position to 19,455 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #432.

Cornerstone Wealth Management first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Cornerstone Wealth Management held 19,455 shares of Capital Group U.S. Small and Mid Cap ETF worth $641K as of Q2 2026.
  • Cornerstone Wealth Management bought 4,369 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $138K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #432 holding.
  • Cornerstone Wealth Management 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.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.