Sigma Planning Corp’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Sigma Planning Corp’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	$4.59M	Buy	139,127 +22,078	+19%	+$695K	0.12%	186
2026 Q1	$3.44M	Buy	117,049 +64,658	+123%	+$1.96M	0.1%	227
2025 Q4	$1.51M	Buy	52,391 +10,959	+26%	+$312K	0.04%	393
2025 Q3	$1.18M	Buy	41,432 +21,151	+104%	+$589K	0.03%	461
2025 Q2	$545K	Buy	20,281 +281	+1%	+$6.94K	0.02%	748
2025 Q1	$478K	Buy	+20,000	New	+$506K	0.02%	759

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

Sigma Planning Corp's CGMM Position: Q2 2026 in Review

Sigma Planning Corp increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 19% in Q2 2026, buying an estimated $695K and bringing the position to 139,127 shares worth $4.59M. The position accounts for 0.12% of the portfolio, ranked #186.

Sigma Planning Corp first reported a position in CGMM in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Sigma Planning Corp held 139,127 shares of Capital Group U.S. Small and Mid Cap ETF worth $4.59M as of Q2 2026.
Sigma Planning Corp bought 22,078 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $695K.
Capital Group U.S. Small and Mid Cap ETF made up 0.12% of Sigma Planning Corp's portfolio in Q2 2026, its #186 holding.
Sigma Planning Corp first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 6 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 Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.