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

Lantern 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	$483K	Buy	14,658 +1,016	+7%	+$32K	0.22%	108
2026 Q1	$401K	Buy	13,642 +3,079	+29%	+$93.4K	0.21%	116
2025 Q4	$305K	Buy	+10,563	New	+$301K	0.16%	122

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

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

Lantern Wealth Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 7.4% in Q2 2026, buying an estimated $32K and bringing the position to 14,658 shares worth $483K. The position accounts for 0.22% of the portfolio, ranked #108.

Lantern 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.

Lantern Wealth Advisors held 14,658 shares of Capital Group U.S. Small and Mid Cap ETF worth $483K as of Q2 2026.
Lantern Wealth Advisors bought 1,016 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $32K.
Capital Group U.S. Small and Mid Cap ETF made up 0.22% of Lantern Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Lantern 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 Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.