Diversify Advisory Services’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History
Bought
Maintained
Sold
Other funds holding CGMM
MFG
Diversify Advisory Services's CGMM Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 27,308 shares worth $875K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CGMM as recently as Q4 2025.
Diversify Advisory Services first reported a position in CGMM in Q4 2025 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.
- Diversify Advisory Services held 27,308 shares of Capital Group U.S. Small and Mid Cap ETF worth $875K as of Q2 2026.
- Capital Group U.S. Small and Mid Cap ETF was a new Diversify Advisory Services position in Q2 2026.
- Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #682 holding.
- Diversify Advisory Services first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 2 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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.