BFC Planning, Inc.’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History
Bought
Maintained
Sold
Other funds holding CGMM
BFC Planning, Inc.'s CGMM Position: Q2 2026 in Review
BFC Planning, Inc. increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 49% in Q2 2026, buying an estimated $1.02M and bringing the position to 98,226 shares worth $3.24M. The position accounts for 0.13% of the portfolio, ranked #165.
BFC Planning, Inc. first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.
- BFC Planning, Inc. held 98,226 shares of Capital Group U.S. Small and Mid Cap ETF worth $3.24M as of Q2 2026.
- BFC Planning, Inc. bought 32,290 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $1.02M.
- Capital Group U.S. Small and Mid Cap ETF made up 0.13% of BFC Planning, Inc.'s portfolio in Q2 2026, its #165 holding.
- BFC Planning, Inc. first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
- 227 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.