Legacy Wealth Management (Idaho)’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-14	Closed	-$412	–	1030
2026 Q1	$412	Hold	14	–	–	﹤0.01%	954
2025 Q4	$404	Hold	14	–	–	﹤0.01%	833
2025 Q3	$398	Hold	14	–	–	﹤0.01%	698
2025 Q2	$377	Buy	+14	New	+$346	﹤0.01%	677

Other funds holding CGMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Legacy Wealth Management (Idaho)'s CGMM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026, closing a stake of 14 shares — an estimated $412 sold.

Legacy Wealth Management (Idaho) first reported a position in CGMM in Q2 2025 and held it in 4 quarters. The position peaked at $412 in Q1 2026. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 14 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $412.
Legacy Wealth Management (Idaho) first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and held it in 4 quarters.
Legacy Wealth Management (Idaho)'s Capital Group U.S. Small and Mid Cap ETF position peaked at $412 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 Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.