Envestnet Portfolio Solutions
CGMM

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

Envestnet Portfolio 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 		$4.54M Buy
137,808
+19,562
+17% +$616K 0.02% 341
2026
Q1 		$3.47M Buy
118,246
+11,317
+11% +$343K 0.02% 347
2025
Q4 		$3.08M Buy
106,929
+17,771
+20% +$506K 0.01% 457
2025
Q3 		$2.53M Buy
89,158
+64,159
+257% +$1.79M 0.01% 477
2025
Q2 		$672K Sell
24,999
-5,080
-17% -$125K ﹤0.01% 966
2025
Q1 		$719K Buy
+30,079
New +$760K ﹤0.01% 912

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

Envestnet Portfolio Solutions's CGMM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 17% in Q2 2026, buying an estimated $616K and bringing the position to 137,808 shares worth $4.54M. The position accounts for 0.02% of the portfolio, ranked #341.

Envestnet Portfolio Solutions 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.

  • Envestnet Portfolio Solutions held 137,808 shares of Capital Group U.S. Small and Mid Cap ETF worth $4.54M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 19,562 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $616K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #341 holding.
  • Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.