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 Q3	$2.76M	Buy	89,073 +6,969	+8%	+$226K	0.14%	174
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Presper Financial Architects Akron, Ohio $179M AUM 14.24% 1-Year Est. Return

PFG Advisors's CGMM Position: Q3 2026 in Review

PFG Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 8.5% in Q3 2026, buying an estimated $226K and bringing the position to 89,073 shares worth $2.76M. The position accounts for 0.14% of the portfolio, ranked #174.

PFG Advisors first reported a position in CGMM in Q3 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

PFG Advisors held 89,073 shares of Capital Group U.S. Small and Mid Cap ETF worth $2.76M as of Q3 2026.
PFG Advisors bought 6,969 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $226K.
Capital Group U.S. Small and Mid Cap ETF made up 0.14% of PFG Advisors's portfolio in Q3 2026, its #174 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 5 quarters since.
161 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.