DAS
CGMM

Dynamic Advisor Solutions’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Dynamic Advisor Solutions’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 		$1.58M Buy
48,005
+714
+2% +$22.5K 0.04% 384
2026
Q1 		$1.39M Buy
47,291
+2,447
+5% +$74.2K 0.04% 393
2025
Q4 		$1.29M Buy
+44,844
New +$1.28M 0.04% 397

Other funds holding CGMM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM

Dynamic Advisor Solutions's CGMM Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 1.5% in Q2 2026, buying an estimated $22.5K and bringing the position to 48,005 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #384.

Dynamic Advisor Solutions first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Dynamic Advisor Solutions held 48,005 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.58M as of Q2 2026.
  • Dynamic Advisor Solutions bought 714 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $22.5K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #384 holding.
  • Dynamic Advisor Solutions 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.
  • 34 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.