FHC
CGMM icon

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
Q3 		$778K Buy
25,126
+12,332
+96% +$399K 0.05% 252
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

Wealth Enhancement Advisory Services
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
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

First Heartland Consultants's CGMM Position: Q3 2026 in Review

First Heartland Consultants increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 96% in Q3 2026, buying an estimated $399K and bringing the position to 25,126 shares worth $778K. The position accounts for 0.05% of the portfolio, ranked #252.

First Heartland Consultants first reported a position in CGMM in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

  • First Heartland Consultants held 25,126 shares of Capital Group U.S. Small and Mid Cap ETF worth $778K as of Q3 2026.
  • First Heartland Consultants bought 12,332 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $399K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.05% of First Heartland Consultants's portfolio in Q3 2026, its #252 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 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.