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 Q3	$14.2K	Buy	+458	New	+$14.8K	﹤0.01%	1737
2026 Q2	–	Sell	-4,935	Closed	-$145K	–	3396
2026 Q1	$145K	Buy	+4,935	New	+$150K	0.01%	425

Other funds holding CGMM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Royal Harbor Partners Houston, Texas $327M AUM 8.21% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Root Financial Partners's CGMM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q3 2026: 458 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #1737 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CGMM as recently as Q1 2026.

Root Financial Partners first reported a position in CGMM in Q1 2026 and has held it in 2 quarters since. The position peaked at $145K in Q1 2026. 99 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Root Financial Partners held 458 shares of Capital Group U.S. Small and Mid Cap ETF worth $14.2K as of Q3 2026.
Capital Group U.S. Small and Mid Cap ETF was a new Root Financial Partners position in Q3 2026.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1737 holding.
Root Financial Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
Root Financial Partners's Capital Group U.S. Small and Mid Cap ETF position peaked at $145K in Q1 2026.
99 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.