Mutual Advisors’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History
Bought
Maintained
Sold
Other funds holding CGMM
MFG
Mutual Advisors's CGMM Position: Q1 2026 in Review
Mutual Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 308% in Q1 2026, buying an estimated $1.55M and bringing the position to 67,588 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #382.
Mutual Advisors first reported a position in CGMM in Q3 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.
- Mutual Advisors held 67,588 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.98M as of Q1 2026.
- Mutual Advisors bought 51,032 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $1.55M.
- Capital Group U.S. Small and Mid Cap ETF made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #382 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 3 quarters since.
- 199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.