Latitude Advisors’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History
Bought
Maintained
Sold
Other funds holding CGMM
MFG
Latitude Advisors's CGMM Position: Q2 2026 in Review
Latitude Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 23% in Q2 2026, buying an estimated $241K and bringing the position to 41,457 shares worth $1.37M. The position accounts for 0.55% of the portfolio, ranked #47.
Latitude Advisors first reported a position in CGMM in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.
- Latitude Advisors held 41,457 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.37M as of Q2 2026.
- Latitude Advisors bought 7,639 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $241K.
- Capital Group U.S. Small and Mid Cap ETF made up 0.55% of Latitude Advisors's portfolio in Q2 2026, its #47 holding.
- Latitude Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 6 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 Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.