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

IFP 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 Q3	$168K	Buy	5,430 +53	+1%	+$1.72K	﹤0.01%	1642
2026 Q2	$177K	Buy	5,377 +2,693	+100%	+$84.8K	﹤0.01%	1602
2026 Q1	$78.8K	Buy	2,684 +67	+3%	+$2.03K	﹤0.01%	1988
2025 Q4	$75.5K	Hold	2,617	–	–	﹤0.01%	1965
2025 Q3	$74.3K	Buy	2,617 +1,375	+111%	+$38.3K	﹤0.01%	1863
2025 Q2	$33.4K	Hold	1,242	–	–	﹤0.01%	2264
2025 Q1	$29.7K	Buy	+1,242	New	+$31.4K	﹤0.01%	2121

Other funds holding CGMM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

IFP Advisors's CGMM Position: Q3 2026 in Review

IFP Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 0.99% in Q3 2026, buying an estimated $1.72K and bringing the position to 5,430 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

IFP Advisors first reported a position in CGMM in Q1 2025 and has held it in 7 quarters since. The position peaked at $177K in Q2 2026. 199 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

IFP Advisors held 5,430 shares of Capital Group U.S. Small and Mid Cap ETF worth $168K as of Q3 2026.
IFP Advisors bought 53 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $1.72K.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1642 holding.
IFP Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 7 quarters since.
IFP Advisors's Capital Group U.S. Small and Mid Cap ETF position peaked at $177K in Q2 2026.
199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.