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

EverSource Wealth 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	$47.9K	Buy	1,452 +99	+7%	+$3.12K	﹤0.01%	1800
2026 Q1	$39.7K	Buy	1,353 +97	+8%	+$2.94K	﹤0.01%	2066
2025 Q4	$36.2K	Buy	1,256 +4	+0.3%	+$114	﹤0.01%	1974
2025 Q3	$35.5K	Buy	+1,252	New	+$34.9K	﹤0.01%	1954

Other funds holding CGMM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

EverSource Wealth Advisors's CGMM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 7.3% in Q2 2026, buying an estimated $3.12K and bringing the position to 1,452 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

EverSource Wealth Advisors first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

EverSource Wealth Advisors held 1,452 shares of Capital Group U.S. Small and Mid Cap ETF worth $47.9K as of Q2 2026.
EverSource Wealth Advisors bought 99 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $3.12K.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1800 holding.
EverSource Wealth Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 4 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.