MCM
CGMM

MAI Capital Management’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

MAI Capital Management’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
-1,003
Closed -$29.4K – 4964
2026
Q1 		$29.4K Hold
1,003
– – ﹤0.01% 2568
2025
Q4 		$28.9K Buy
+1,003
New +$28.5K ﹤0.01% 2321

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MAI Capital Management's CGMM Position: Q2 2026 in Review

MAI Capital Management sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026, closing a stake of 1,003 shares — an estimated $29.4K sold.

MAI Capital Management first reported a position in CGMM in Q4 2025 and held it in 2 quarters. The position peaked at $29.4K in Q1 2026. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • MAI Capital Management reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,003 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $29.4K.
  • MAI Capital Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Capital Group U.S. Small and Mid Cap ETF position peaked at $29.4K 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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.