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

Root Financial Partners’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 Q1	$145K	Buy	+4,935	New	+$150K	0.01%	425

Other funds holding CGMM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Root Financial Partners's CGMM Position: Q1 2026 in Review

Root Financial Partners opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q1 2026: 4,935 shares worth $145K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings.

199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

Root Financial Partners held 4,935 shares of Capital Group U.S. Small and Mid Cap ETF worth $145K as of Q1 2026.
Capital Group U.S. Small and Mid Cap ETF was a new Root Financial Partners position in Q1 2026.
Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #425 holding.
199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.