PCS
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Private Client Services’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Private Client 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 		$311K Buy
10,049
+2,090
+26% +$67.6K 0.08% 168
2026
Q2 		$262K Buy
+7,959
New +$251K 0.07% 190

Other funds holding CGMM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Client Services's CGMM Position: Q3 2026 in Review

Private Client Services increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 26% in Q3 2026, buying an estimated $67.6K and bringing the position to 10,049 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #168.

Private Client Services first reported a position in CGMM in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

  • Private Client Services held 10,049 shares of Capital Group U.S. Small and Mid Cap ETF worth $311K as of Q3 2026.
  • Private Client Services bought 2,090 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $67.6K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.08% of Private Client Services's portfolio in Q3 2026, its #168 holding.
  • Private Client Services first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.