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

PFG Advisors’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	$2.71M	Buy	82,104 +23,642	+40%	+$744K	0.14%	183
2026 Q1	$1.72M	Buy	58,462 +12,420	+27%	+$377K	0.08%	269
2025 Q4	$1.33M	Buy	46,042 +31,050	+207%	+$883K	0.06%	313
2025 Q3	$426K	Buy	+14,992	New	+$418K	0.02%	595

Other funds holding CGMM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFG Advisors's CGMM Position: Q2 2026 in Review

PFG Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 40% in Q2 2026, buying an estimated $744K and bringing the position to 82,104 shares worth $2.71M. The position accounts for 0.14% of the portfolio, ranked #183.

PFG Advisors first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

PFG Advisors held 82,104 shares of Capital Group U.S. Small and Mid Cap ETF worth $2.71M as of Q2 2026.
PFG Advisors bought 23,642 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $744K.
Capital Group U.S. Small and Mid Cap ETF made up 0.14% of PFG Advisors's portfolio in Q2 2026, its #183 holding.
PFG Advisors 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.
91 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.