RIS
CGMM

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

Richmond Investment 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 		– Sell
-32,020
Closed -$940K – 265
2026
Q1 		$940K Buy
+32,020
New +$971K 0.15% 93

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Pathstone Holdings
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Jones Financial Companies
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Osaic Holdings
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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
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Richmond Investment Services's CGMM Position: Q2 2026 in Review

Richmond Investment Services sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026, closing a stake of 32,020 shares — an estimated $940K sold.

Richmond Investment Services first reported a position in CGMM in Q1 2026 and held it in 1 quarter. The position peaked at $940K in Q1 2026. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Richmond Investment Services reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 32,020 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $940K.
  • Richmond Investment Services first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 and held it in 1 quarter.
  • Richmond Investment Services's Capital Group U.S. Small and Mid Cap ETF position peaked at $940K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.