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CGMM

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
Q2 		– Sell
-4,935
Closed -$145K – 3396
2026
Q1 		$145K Buy
+4,935
New +$150K 0.01% 425

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Cetera Investment Advisers
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Commonwealth Equity Services
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MFG
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Root Financial Partners's CGMM Position: Q2 2026 in Review

Root Financial Partners sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026, closing a stake of 4,935 shares — an estimated $145K sold.

Root Financial Partners first reported a position in CGMM in Q1 2026 and held it in 1 quarter. The position peaked at $145K in Q1 2026. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Root Financial Partners reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4,935 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $145K.
  • Root Financial Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Capital Group U.S. Small and Mid Cap ETF position peaked at $145K 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 Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.