EA
CGMM

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ergawealth Advisors's CGMM Position: Q1 2026 in Review

Ergawealth Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 6% in Q1 2026, buying an estimated $1.37M and bringing the position to 794,117 shares worth $23.3M. The position accounts for 10.31% of the portfolio, ranked #4.

Ergawealth Advisors first reported a position in CGMM in Q2 2025 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • Ergawealth Advisors held 794,117 shares of Capital Group U.S. Small and Mid Cap ETF worth $23.3M as of Q1 2026.
  • Ergawealth Advisors bought 45,009 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $1.37M.
  • Capital Group U.S. Small and Mid Cap ETF made up 10.31% of Ergawealth Advisors's portfolio in Q1 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 4 quarters since.
  • 199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.