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

Merit Financial Group’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	$46.4M	Buy	1,407,335 +3,314	+0.2%	+$104K	0.28%	69
2026 Q1	$41.2M	Buy	1,404,021 +43,590	+3%	+$1.32M	0.31%	68
2025 Q4	$39.2M	Buy	1,360,431 +44,397	+3%	+$1.26M	0.31%	64
2025 Q3	$37.4M	Buy	1,316,034 +1,276,343	+3,216%	+$35.6M	0.34%	59
2025 Q2	$1.07M	Buy	39,691 +16,824	+74%	+$415K	0.01%	756
2025 Q1	$546K	Buy	+22,867	New	+$578K	0.01%	891

Other funds holding CGMM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Merit Financial Group's CGMM Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 0.24% in Q2 2026, buying an estimated $104K and bringing the position to 1,407,335 shares worth $46.4M. The position accounts for 0.28% of the portfolio, ranked #69.

Merit Financial Group first reported a position in CGMM in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Merit Financial Group held 1,407,335 shares of Capital Group U.S. Small and Mid Cap ETF worth $46.4M as of Q2 2026.
Merit Financial Group bought 3,314 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $104K.
Capital Group U.S. Small and Mid Cap ETF made up 0.28% of Merit Financial Group's portfolio in Q2 2026, its #69 holding.
Merit Financial Group first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.