ME
CGMM

McIlrath & Eck’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

McIlrath & Eck’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 		– Sell
-3,820
Closed -$110K – 1706
2025
Q4 		$110K Buy
+3,820
New +$109K 0.01% 232

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

McIlrath & Eck's CGMM Position: Q1 2026 in Review

McIlrath & Eck sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q1 2026, closing a stake of 3,820 shares — an estimated $110K sold.

McIlrath & Eck first reported a position in CGMM in Q4 2025 and held it in 1 quarter. The position peaked at $110K in Q4 2025. 200 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • McIlrath & Eck reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • McIlrath & Eck sold 3,820 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $110K.
  • McIlrath & Eck first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and held it in 1 quarter.
  • McIlrath & Eck's Capital Group U.S. Small and Mid Cap ETF position peaked at $110K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.