MPWT
CGMM

MassMutual Private Wealth & Trust’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

MassMutual Private Wealth & Trust’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
-299
Closed -$8.78K – 2516
2026
Q1 		$8.78K Buy
+299
New +$9.07K ﹤0.01% 1420

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

MassMutual Private Wealth & Trust's CGMM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026, closing a stake of 299 shares — an estimated $8.78K sold.

MassMutual Private Wealth & Trust first reported a position in CGMM in Q1 2026 and held it in 1 quarter. The position peaked at $8.78K in Q1 2026. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 299 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $8.78K.
  • MassMutual Private Wealth & Trust first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Capital Group U.S. Small and Mid Cap ETF position peaked at $8.78K 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 MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.