Harbour Investments’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Harbour Investments’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	$5.12M	Buy	155,166 +26,499	+21%	+$834K	0.07%	266
2026 Q1	$3.78M	Buy	128,667 +70,095	+120%	+$2.13M	0.06%	304
2025 Q4	$1.69M	Buy	58,572 +20,671	+55%	+$588K	0.03%	441
2025 Q3	$1.08M	Buy	37,901 +16,891	+80%	+$471K	0.02%	537
2025 Q2	$565K	Buy	21,010 +12,392	+144%	+$306K	0.01%	730
2025 Q1	$206K	Buy	+8,618	New	+$218K	0.01%	1087

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

Harbour Investments's CGMM Position: Q2 2026 in Review

Harbour Investments increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 21% in Q2 2026, buying an estimated $834K and bringing the position to 155,166 shares worth $5.12M. The position accounts for 0.07% of the portfolio, ranked #266.

Harbour Investments 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.

Harbour Investments held 155,166 shares of Capital Group U.S. Small and Mid Cap ETF worth $5.12M as of Q2 2026.
Harbour Investments bought 26,499 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $834K.
Capital Group U.S. Small and Mid Cap ETF made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #266 holding.
Harbour Investments 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.