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

Kingswood Wealth Advisors’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	$1.32M	Buy	40,098 +16,887	+73%	+$532K	0.05%	344
2026 Q1	$681K	Sell	23,211 -13,214	-36%	-$401K	0.03%	471
2025 Q4	$1.05M	Buy	+36,425	New	+$1.04M	0.05%	345

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

Kingswood Wealth Advisors's CGMM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 73% in Q2 2026, buying an estimated $532K and bringing the position to 40,098 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #344.

Kingswood Wealth Advisors 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.

Kingswood Wealth Advisors held 40,098 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.32M as of Q2 2026.
Kingswood Wealth Advisors bought 16,887 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $532K.
Capital Group U.S. Small and Mid Cap ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #344 holding.
Kingswood Wealth Advisors 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.