NWMG
CGMM

National Wealth Management Group’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

National Wealth Management 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 		$5.92M Sell
179,661
-70,239
-28% -$2.21M 1.83% 10
2026
Q1 		$7.34M Buy
249,900
+5,438
+2% +$165K 2.73% 6
2025
Q4 		$7.05M Buy
244,462
+225,605
+1,196% +$6.42M 2.44% 6
2025
Q3 		$535K Buy
+18,857
New +$525K 0.2% 116

Other funds holding CGMM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

National Wealth Management Group's CGMM Position: Q2 2026 in Review

National Wealth Management Group reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 28% in Q2 2026, selling an estimated $2.21M and leaving 179,661 shares worth $5.92M. The position accounts for 1.83% of the portfolio, ranked #10.

National Wealth Management Group first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.34M in Q1 2026. 34 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • National Wealth Management Group held 179,661 shares of Capital Group U.S. Small and Mid Cap ETF worth $5.92M as of Q2 2026.
  • National Wealth Management Group sold 70,239 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $2.21M.
  • Capital Group U.S. Small and Mid Cap ETF made up 1.83% of National Wealth Management Group's portfolio in Q2 2026, its #10 holding.
  • National Wealth Management Group 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.
  • National Wealth Management Group's Capital Group U.S. Small and Mid Cap ETF position peaked at $7.34M in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.