HBW Advisory Services’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

HBW Advisory Services’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	$482K	Sell	14,609 -538	-4%	-$16.9K	0.04%	312
2026 Q1	$445K	Buy	15,147 +2,217	+17%	+$67.2K	0.05%	300
2025 Q4	$373K	Buy	+12,930	New	+$368K	0.04%	312

Other funds holding CGMM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

HBW Advisory Services's CGMM Position: Q2 2026 in Review

HBW Advisory Services reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 3.6% in Q2 2026, selling an estimated $16.9K and leaving 14,609 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #312.

HBW Advisory Services first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

HBW Advisory Services held 14,609 shares of Capital Group U.S. Small and Mid Cap ETF worth $482K as of Q2 2026.
HBW Advisory Services sold 538 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $16.9K.
Capital Group U.S. Small and Mid Cap ETF made up 0.04% of HBW Advisory Services's portfolio in Q2 2026, its #312 holding.
HBW Advisory Services first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 3 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 HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.