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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$672K	Sell	24,999 -5,080	-17%	-$137K	﹤0.01%	966
2025 Q1	$719K	Buy	+30,079	New	+$719K	﹤0.01%	912