RMP
CGMM

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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Richards, Merrill & Peterson's CGMM Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 16% in Q2 2026, buying an estimated $110K and bringing the position to 24,770 shares worth $817K. The position accounts for 0.26% of the portfolio, ranked #96.

Richards, Merrill & Peterson 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.

  • Richards, Merrill & Peterson held 24,770 shares of Capital Group U.S. Small and Mid Cap ETF worth $817K as of Q2 2026.
  • Richards, Merrill & Peterson bought 3,480 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $110K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.26% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #96 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 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 Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.