FFA
CGMM

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM

Farther Finance Advisors's CGMM Position: Q2 2026 in Review

Farther Finance Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 270% in Q2 2026, buying an estimated $816K and bringing the position to 35,540 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #996.

Farther Finance Advisors first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Farther Finance Advisors held 35,540 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.17M as of Q2 2026.
  • Farther Finance Advisors bought 25,923 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $816K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #996 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 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.