EWA
CGMM

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
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
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

EverSource Wealth Advisors's CGMM Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 7.7% in Q1 2026, buying an estimated $2.94K and bringing the position to 1,353 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

EverSource Wealth Advisors first reported a position in CGMM in Q3 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • EverSource Wealth Advisors held 1,353 shares of Capital Group U.S. Small and Mid Cap ETF worth $39.7K as of Q1 2026.
  • EverSource Wealth Advisors bought 97 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $2.94K.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2066 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 3 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 EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.