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
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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

&Partners's CGMM Position: Q1 2026 in Review

&Partners increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 30% in Q1 2026, buying an estimated $3.07M and bringing the position to 435,324 shares worth $12.8M. The position accounts for 0.06% of the portfolio, ranked #277.

&Partners first reported a position in CGMM in Q1 2025 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • &Partners held 435,324 shares of Capital Group U.S. Small and Mid Cap ETF worth $12.8M as of Q1 2026.
  • &Partners bought 101,142 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $3.07M.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.06% of &Partners's portfolio in Q1 2026, its #277 holding.
  • &Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 5 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.