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

Farther Finance 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	$435K	Sell	14,053 -21,487	-60%	-$695K	﹤0.01%	1699
2026 Q2	$1.17M	Buy	35,540 +25,923	+270%	+$816K	0.01%	996
2026 Q1	$285K	Buy	9,617 +6,486	+207%	+$197K	﹤0.01%	1766
2025 Q4	$90.3K	Buy	3,131 +549	+21%	+$15.6K	﹤0.01%	2403
2025 Q3	$73.3K	Buy	+2,582	New	+$72K	﹤0.01%	2229

Other funds holding CGMM

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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Farther Finance Advisors's CGMM Position: Q3 2026 in Review

Farther Finance Advisors reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 60% in Q3 2026, selling an estimated $695K and leaving 14,053 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Farther Finance Advisors first reported a position in CGMM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q2 2026. 17 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Farther Finance Advisors held 14,053 shares of Capital Group U.S. Small and Mid Cap ETF worth $435K as of Q3 2026.
Farther Finance Advisors sold 21,487 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $695K.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1699 holding.
Farther Finance Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Capital Group U.S. Small and Mid Cap ETF position peaked at $1.17M in Q2 2026.
17 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.