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CGMM

Legacy Investment Solutions’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$377 Buy
+14
New +$346 ﹤0.01% 677

Other funds holding CGMM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $200M AUM 15.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

Legacy Investment Solutions's CGMM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2025: 14 shares worth $377. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings.

82 funds tracked by Wall St. Rank hold CGMM as of Q2 2025.

  • Legacy Investment Solutions held 14 shares of Capital Group U.S. Small and Mid Cap ETF worth $377 as of Q2 2025.
  • Capital Group U.S. Small and Mid Cap ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #677 holding.
  • 82 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.