IWC
CGMM

Integrated Wealth Concepts’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Integrated Wealth Concepts’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 		$489K Buy
14,840
+5,137
+53% +$162K ﹤0.01% 1661
2026
Q1 		$285K Buy
+9,703
New +$294K ﹤0.01% 1895

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Integrated Wealth Concepts's CGMM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 53% in Q2 2026, buying an estimated $162K and bringing the position to 14,840 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Integrated Wealth Concepts first reported a position in CGMM in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Integrated Wealth Concepts held 14,840 shares of Capital Group U.S. Small and Mid Cap ETF worth $489K as of Q2 2026.
  • Integrated Wealth Concepts bought 5,137 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $162K.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1661 holding.
  • Integrated Wealth Concepts first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 and has held it in 2 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.