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

HighTower Advisors’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	$3.33M	Buy	101,139 +16,342	+19%	+$515K	﹤0.01%	1472
2026 Q1	$2.49M	Buy	84,797 +4,833	+6%	+$147K	﹤0.01%	1589
2025 Q4	$2.31M	Buy	79,964 +1,394	+2%	+$39.7K	﹤0.01%	1593
2025 Q3	$2.23M	Buy	78,570 +46,934	+148%	+$1.31M	﹤0.01%	1571
2025 Q2	$850K	Buy	+31,636	New	+$781K	﹤0.01%	2122

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

HighTower Advisors's CGMM Position: Q2 2026 in Review

HighTower Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 19% in Q2 2026, buying an estimated $515K and bringing the position to 101,139 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

HighTower Advisors first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

HighTower Advisors held 101,139 shares of Capital Group U.S. Small and Mid Cap ETF worth $3.33M as of Q2 2026.
HighTower Advisors bought 16,342 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $515K.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1472 holding.
HighTower Advisors 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.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.