Ergawealth Advisors’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Ergawealth Advisors’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 Q3	$25.4M	Buy	821,971 +6,347	+0.8%	+$205K	10.04%	4
2026 Q2	$26.9M	Buy	815,624 +21,507	+3%	+$677K	10.44%	4
2026 Q1	$23.3M	Buy	794,117 +45,009	+6%	+$1.37M	10.31%	4
2025 Q4	$21.6M	Buy	749,108 +416,344	+125%	+$11.8M	9.94%	4
2025 Q3	$9.45M	Buy	332,764 +236,032	+244%	+$6.58M	4.4%	8
2025 Q2	$2.6M	Buy	+96,732	New	+$2.39M	1.17%	18

Other funds holding CGMM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Ergawealth Advisors's CGMM Position: Q3 2026 in Review

Ergawealth Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 0.78% in Q3 2026, buying an estimated $205K and bringing the position to 821,971 shares worth $25.4M. The position accounts for 10.04% of the portfolio, ranked #4.

Ergawealth Advisors first reported a position in CGMM in Q2 2025 and has held it in 6 quarters since. The position peaked at $26.9M in Q2 2026. 61 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Ergawealth Advisors held 821,971 shares of Capital Group U.S. Small and Mid Cap ETF worth $25.4M as of Q3 2026.
Ergawealth Advisors bought 6,347 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $205K.
Capital Group U.S. Small and Mid Cap ETF made up 10.04% of Ergawealth Advisors's portfolio in Q3 2026, its #4 holding.
Ergawealth Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
Ergawealth Advisors's Capital Group U.S. Small and Mid Cap ETF position peaked at $26.9M in Q2 2026.
61 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.