Janney Montgomery Scott
CGMM

Janney Montgomery Scott’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Janney Montgomery Scott’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 		$38.6M Buy
+1,171,983
New +$36.9M 0.07% 261
2026
Q1 		– Sell
-386,967
Closed -$11.2M – 3108
2025
Q4 		$11.2M Buy
386,967
+120,689
+45% +$3.43M 0.03% 577
2025
Q3 		$7.56M Buy
266,278
+233,154
+704% +$6.5M 0.02% 722
2025
Q2 		$890K Buy
+33,124
New +$818K ﹤0.01% 1656

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

Janney Montgomery Scott's CGMM Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 1,171,983 shares worth $38.6M. The stake represents 0.07% of the portfolio and ranks #261 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in CGMM as recently as Q4 2025.

Janney Montgomery Scott first reported a position in CGMM in Q2 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Janney Montgomery Scott held 1,171,983 shares of Capital Group U.S. Small and Mid Cap ETF worth $38.6M as of Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new Janney Montgomery Scott position in Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.07% of Janney Montgomery Scott's portfolio in Q2 2026, its #261 holding.
  • Janney Montgomery Scott first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 4 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 Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.