Main Line Retirement Advisors’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Main Line Retirement 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 Q1	$15.4M	Buy	523,944 +2,440	+0.5%	+$74K	7.68%	6
2025 Q4	$15M	Buy	521,504 +4,109	+0.8%	+$117K	7.61%	6
2025 Q3	$14.7M	Buy	517,395 +28,488	+6%	+$794K	7.54%	6
2025 Q2	$13.1M	Buy	488,907 +477,357	+4,133%	+$11.8M	7.48%	6
2025 Q1	$276K	Buy	+11,550	New	+$292K	0.18%	33

Other funds holding CGMM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Main Line Retirement Advisors's CGMM Position: Q1 2026 in Review

Main Line Retirement Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 0.47% in Q1 2026, buying an estimated $74K and bringing the position to 523,944 shares worth $15.4M. The position accounts for 7.68% of the portfolio, ranked #6.

Main Line Retirement Advisors first reported a position in CGMM in Q1 2025 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

Main Line Retirement Advisors held 523,944 shares of Capital Group U.S. Small and Mid Cap ETF worth $15.4M as of Q1 2026.
Main Line Retirement Advisors bought 2,440 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $74K.
Capital Group U.S. Small and Mid Cap ETF made up 7.68% of Main Line Retirement Advisors's portfolio in Q1 2026, its #6 holding.
Main Line Retirement Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on Main Line Retirement Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.