JDLA
CGMM

J. Derek Lewis & Associates’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

J. Derek Lewis & Associates’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 		$9.29M Buy
281,626
+55,822
+25% +$1.76M 1.75% 15
2026
Q1 		$6.66M Buy
225,804
+54,877
+32% +$1.66M 1.5% 15
2025
Q4 		$4.93M Buy
+170,927
New +$4.86M 1.15% 17

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

J. Derek Lewis & Associates's CGMM Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 25% in Q2 2026, buying an estimated $1.76M and bringing the position to 281,626 shares worth $9.29M. The position accounts for 1.75% of the portfolio, ranked #15.

J. Derek Lewis & Associates first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • J. Derek Lewis & Associates held 281,626 shares of Capital Group U.S. Small and Mid Cap ETF worth $9.29M as of Q2 2026.
  • J. Derek Lewis & Associates bought 55,822 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $1.76M.
  • Capital Group U.S. Small and Mid Cap ETF made up 1.75% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #15 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 3 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 J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.