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 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

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

Independent Financial Group's CGMM Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 32% in Q2 2026, buying an estimated $1.09M and bringing the position to 143,030 shares worth $4.72M. The position accounts for 0.09% of the portfolio, ranked #218.

Independent Financial Group 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.

Independent Financial Group held 143,030 shares of Capital Group U.S. Small and Mid Cap ETF worth $4.72M as of Q2 2026.
Independent Financial Group bought 34,535 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $1.09M.
Capital Group U.S. Small and Mid Cap ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #218 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 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.