P
CGMM

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

&Partners’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 		$18.3M Buy
552,692
+117,368
+27% +$3.7M 0.07% 242
2026
Q1 		$12.8M Buy
435,324
+101,142
+30% +$3.07M 0.06% 277
2025
Q4 		$9.63M Buy
334,182
+156,582
+88% +$4.45M 0.05% 320
2025
Q3 		$5.05M Buy
177,600
+74,963
+73% +$2.09M 0.03% 418
2025
Q2 		$2.78M Buy
102,637
+52,930
+106% +$1.31M 0.02% 539
2025
Q1 		$1.19M Buy
+49,707
New +$1.26M 0.01% 751

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

&Partners's CGMM Position: Q2 2026 in Review

&Partners increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 27% in Q2 2026, buying an estimated $3.7M and bringing the position to 552,692 shares worth $18.3M. The position accounts for 0.07% of the portfolio, ranked #242.

&Partners first reported a position in CGMM in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • &Partners held 552,692 shares of Capital Group U.S. Small and Mid Cap ETF worth $18.3M as of Q2 2026.
  • &Partners bought 117,368 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $3.7M.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #242 holding.
  • &Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 6 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.