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

Mutual Advisors’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	$3.68M	Buy	111,477 +43,889	+65%	+$1.38M	0.07%	276
2026 Q1	$1.98M	Buy	67,588 +51,032	+308%	+$1.55M	0.04%	382
2025 Q4	$477K	Buy	16,556 +2,714	+20%	+$77.2K	0.01%	900
2025 Q3	$394K	Buy	+13,842	New	+$386K	0.01%	958

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Mutual Advisors's CGMM Position: Q2 2026 in Review

Mutual Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 65% in Q2 2026, buying an estimated $1.38M and bringing the position to 111,477 shares worth $3.68M. The position accounts for 0.07% of the portfolio, ranked #276.

Mutual Advisors first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Mutual Advisors held 111,477 shares of Capital Group U.S. Small and Mid Cap ETF worth $3.68M as of Q2 2026.
Mutual Advisors bought 43,889 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $1.38M.
Capital Group U.S. Small and Mid Cap ETF made up 0.07% of Mutual Advisors's portfolio in Q2 2026, its #276 holding.
Mutual Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 4 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 Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.