Richards, Merrill & Peterson’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Richards, Merrill & Peterson’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	$1.24M	Buy	40,210 +15,440	+62%	+$500K	0.38%	67
2026 Q2	$817K	Buy	24,770 +3,480	+16%	+$110K	0.26%	96
2026 Q1	$625K	Buy	21,290 +7,850	+58%	+$238K	0.23%	99
2025 Q4	$388K	Buy	+13,440	New	+$382K	0.15%	131

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

Richards, Merrill & Peterson's CGMM Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 62% in Q3 2026, buying an estimated $500K and bringing the position to 40,210 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #67.

Richards, Merrill & Peterson first reported a position in CGMM in Q4 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Richards, Merrill & Peterson held 40,210 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.24M as of Q3 2026.
Richards, Merrill & Peterson bought 15,440 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $500K.
Capital Group U.S. Small and Mid Cap ETF made up 0.38% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #67 holding.
Richards, Merrill & Peterson first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 4 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 Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.