NWF Advisory Services’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

NWF Advisory Services’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 Q3	$2.6M	Buy	84,139 +3,579	+4%	+$116K	0.24%	77
2026 Q2	$2.66M	Buy	80,560 +6,937	+9%	+$218K	0.25%	78
2026 Q1	$2.16M	Buy	73,623 +5,867	+9%	+$178K	0.24%	79
2025 Q4	$1.95M	Buy	67,756 +12,474	+23%	+$355K	0.22%	81
2025 Q3	$1.57M	Buy	55,282 +21,710	+65%	+$605K	0.17%	102
2025 Q2	$902K	Buy	+33,572	New	+$829K	0.11%	138

Other funds holding CGMM

MLRA

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

NWF Advisory Services's CGMM Position: Q3 2026 in Review

NWF Advisory Services increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 4.4% in Q3 2026, buying an estimated $116K and bringing the position to 84,139 shares worth $2.6M. The position accounts for 0.24% of the portfolio, ranked #77.

NWF Advisory Services first reported a position in CGMM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.66M in Q2 2026. 42 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

NWF Advisory Services held 84,139 shares of Capital Group U.S. Small and Mid Cap ETF worth $2.6M as of Q3 2026.
NWF Advisory Services bought 3,579 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $116K.
Capital Group U.S. Small and Mid Cap ETF made up 0.24% of NWF Advisory Services's portfolio in Q3 2026, its #77 holding.
NWF Advisory Services first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
NWF Advisory Services's Capital Group U.S. Small and Mid Cap ETF position peaked at $2.66M in Q2 2026.
42 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.