FLP
CGMM

Financial Life Planners’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Financial Life Planners’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 		– Sell
-149
Closed -$4.38K – 371
2026
Q1 		$4.38K Buy
+149
New +$4.52K ﹤0.01% 272

Other funds holding CGMM

Commonwealth Equity Services
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $218M AUM 15.85% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Financial Life Planners's CGMM Position: Q2 2026 in Review

Financial Life Planners sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026, closing a stake of 149 shares — an estimated $4.38K sold.

Financial Life Planners first reported a position in CGMM in Q1 2026 and held it in 1 quarter. The position peaked at $4.38K in Q1 2026. 107 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Financial Life Planners reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 149 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $4.38K.
  • Financial Life Planners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 and held it in 1 quarter.
  • Financial Life Planners's Capital Group U.S. Small and Mid Cap ETF position peaked at $4.38K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.