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

Kingsview Wealth Management’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	$1.85M	Sell	56,101 -11,670	-17%	-$367K	0.02%	577
2026 Q1	$1.99M	Buy	67,771 +23,855	+54%	+$724K	0.03%	512
2025 Q4	$1.27M	Sell	43,916 -21,711	-33%	-$618K	0.02%	574
2025 Q3	$1.86M	Buy	65,627 +15,643	+31%	+$436K	0.03%	462
2025 Q2	$1.34M	Buy	+49,984	New	+$1.23M	0.02%	511

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

Kingsview Wealth Management's CGMM Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 17% in Q2 2026, selling an estimated $367K and leaving 56,101 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #577.

Kingsview Wealth Management first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.99M in Q1 2026. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Kingsview Wealth Management held 56,101 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.85M as of Q2 2026.
Kingsview Wealth Management sold 11,670 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $367K.
Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #577 holding.
Kingsview Wealth Management 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.
Kingsview Wealth Management's Capital Group U.S. Small and Mid Cap ETF position peaked at $1.99M in Q1 2026.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.