FHC
CGMM

First Heartland Consultants’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

First Heartland Consultants’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 		$422K Buy
12,794
+2,723
+27% +$85.7K 0.03% 363
2026
Q1 		$296K Buy
+10,071
New +$305K 0.02% 409

Other funds holding CGMM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Heartland Consultants's CGMM Position: Q2 2026 in Review

First Heartland Consultants increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 27% in Q2 2026, buying an estimated $85.7K and bringing the position to 12,794 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #363.

First Heartland Consultants first reported a position in CGMM in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • First Heartland Consultants held 12,794 shares of Capital Group U.S. Small and Mid Cap ETF worth $422K as of Q2 2026.
  • First Heartland Consultants bought 2,723 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $85.7K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #363 holding.
  • First Heartland Consultants first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.