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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ergawealth Advisors's CGMM Position: Q2 2026 in Review

Ergawealth Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 2.7% in Q2 2026, buying an estimated $677K and bringing the position to 815,624 shares worth $26.9M. The position accounts for 10.44% of the portfolio, ranked #4.

Ergawealth Advisors first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Ergawealth Advisors held 815,624 shares of Capital Group U.S. Small and Mid Cap ETF worth $26.9M as of Q2 2026.
Ergawealth Advisors bought 21,507 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $677K.
Capital Group U.S. Small and Mid Cap ETF made up 10.44% of Ergawealth Advisors's portfolio in Q2 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 5 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 Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.