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

Sagespring Wealth 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	$1.61M	Buy	48,819 +1,587	+3%	+$50K	0.02%	252
2026 Q1	$1.39M	Buy	47,232 +3,055	+7%	+$92.7K	0.03%	255
2025 Q4	$1.27M	Buy	44,177 +10,996	+33%	+$313K	0.02%	267
2025 Q3	$942K	Buy	33,181 +7,431	+29%	+$207K	0.02%	309
2025 Q2	$692K	Buy	+25,750	New	+$636K	0.01%	361

Other funds holding CGMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Sagespring Wealth Partners's CGMM Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 3.4% in Q2 2026, buying an estimated $50K and bringing the position to 48,819 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #252.

Sagespring Wealth Partners first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Sagespring Wealth Partners held 48,819 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.61M as of Q2 2026.
Sagespring Wealth Partners bought 1,587 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $50K.
Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #252 holding.
Sagespring Wealth Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 5 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 Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.