Prospera Financial Services’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Prospera Financial 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 Q2	$1.02M	Buy	31,039 +11,752	+61%	+$370K	0.01%	755
2026 Q1	$566K	Buy	19,287 +8,332	+76%	+$253K	0.01%	940
2025 Q4	$316K	Buy	+10,955	New	+$312K	0.01%	1127

Other funds holding CGMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Prospera Financial Services's CGMM Position: Q2 2026 in Review

Prospera Financial Services increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 61% in Q2 2026, buying an estimated $370K and bringing the position to 31,039 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #755.

Prospera Financial Services first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Prospera Financial Services held 31,039 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.02M as of Q2 2026.
Prospera Financial Services bought 11,752 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $370K.
Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #755 holding.
Prospera Financial Services first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 3 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 Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.