MOS
CGMM

MGO One Seven’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

MGO One Seven’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 		$239K Sell
7,252
-146
-2% -$4.6K ﹤0.01% 1388
2026
Q1 		$217K Sell
7,398
-9
-0.1% -$273 ﹤0.01% 1300
2025
Q4 		$214K Buy
+7,407
New +$211K ﹤0.01% 1298

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

MGO One Seven's CGMM Position: Q2 2026 in Review

MGO One Seven reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 2% in Q2 2026, selling an estimated $4.6K and leaving 7,252 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

MGO One Seven first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • MGO One Seven held 7,252 shares of Capital Group U.S. Small and Mid Cap ETF worth $239K as of Q2 2026.
  • MGO One Seven sold 146 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $4.6K.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1388 holding.
  • MGO One Seven first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 3 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 MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.