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

Independent Financial Group’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	$4.74M	Buy	153,164 +10,134	+7%	+$328K	0.09%	223
2026 Q2	$4.72M	Buy	143,030 +34,535	+32%	+$1.09M	0.09%	218
2026 Q1	$3.19M	Buy	108,495 +16,862	+18%	+$511K	0.07%	283
2025 Q4	$2.64M	Buy	91,633 +21,116	+30%	+$601K	0.06%	320
2025 Q3	$2M	Buy	70,517 +48,521	+221%	+$1.35M	0.05%	385
2025 Q2	$591K	Buy	+21,996	New	+$543K	0.02%	710

Other funds holding CGMM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WWP

Wise Wealth Partners Phoenix, Arizona $54.6M AUM 9.99% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Independent Financial Group's CGMM Position: Q3 2026 in Review

Independent Financial Group increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 7.1% in Q3 2026, buying an estimated $328K and bringing the position to 153,164 shares worth $4.74M. The position accounts for 0.09% of the portfolio, ranked #223.

Independent Financial Group first reported a position in CGMM in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Independent Financial Group held 153,164 shares of Capital Group U.S. Small and Mid Cap ETF worth $4.74M as of Q3 2026.
Independent Financial Group bought 10,134 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $328K.
Capital Group U.S. Small and Mid Cap ETF made up 0.09% of Independent Financial Group's portfolio in Q3 2026, its #223 holding.
Independent Financial Group first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
19 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.