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

Founders Financial Securities’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	$2.02M	Buy	61,354 +8,380	+16%	+$264K	0.1%	189
2026 Q1	$1.63M	Buy	52,974 +25,518	+93%	+$774K	0.09%	204
2025 Q4	$792K	Buy	27,456 +13,981	+104%	+$398K	0.05%	321
2025 Q3	$383K	Buy	13,475 +586	+5%	+$16.3K	0.03%	384
2025 Q2	$346K	Buy	12,889 +1,575	+14%	+$38.9K	0.03%	393
2025 Q1	$264K	Buy	+11,314	New	+$286K	0.02%	409

Other funds holding CGMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Founders Financial Securities's CGMM Position: Q2 2026 in Review

Founders Financial Securities increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 16% in Q2 2026, buying an estimated $264K and bringing the position to 61,354 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #189.

Founders Financial Securities first reported a position in CGMM in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Founders Financial Securities held 61,354 shares of Capital Group U.S. Small and Mid Cap ETF worth $2.02M as of Q2 2026.
Founders Financial Securities bought 8,380 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $264K.
Capital Group U.S. Small and Mid Cap ETF made up 0.1% of Founders Financial Securities's portfolio in Q2 2026, its #189 holding.
Founders Financial Securities first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.