MHB
CGMM

Midwest Heritage Bank’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Midwest Heritage Bank’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
2025
Q4 		– Sell
-13,610
Closed -$386K – 62
2025
Q3 		$386K Buy
13,610
+36
+0.3% +$1K 0.14% 40
2025
Q2 		$365K Buy
+13,574
New +$335K 0.14% 39

Other funds holding CGMM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Midwest Heritage Bank's CGMM Position: Q4 2025 in Review

Midwest Heritage Bank sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q4 2025, closing a stake of 13,610 shares — an estimated $386K sold.

Midwest Heritage Bank first reported a position in CGMM in Q2 2025 and held it in 2 quarters. The position peaked at $386K in Q3 2025. 175 funds tracked by Wall St. Rank hold CGMM as of Q4 2025.

  • Midwest Heritage Bank reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Midwest Heritage Bank sold 13,610 Capital Group U.S. Small and Mid Cap ETF shares in Q4 2025, an estimated $386K.
  • Midwest Heritage Bank first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and held it in 2 quarters.
  • Midwest Heritage Bank's Capital Group U.S. Small and Mid Cap ETF position peaked at $386K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q4 2025.

Based on Midwest Heritage Bank's 13F filing for Q4 2025, filed 4 Feb 2026.