Smartleaf Asset Management’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Smartleaf Asset Management’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	$5.37M	Hold	164,361	–	–	0.17%	102
2026 Q1	$4.67M	Buy	164,361 +21,016	+15%	+$637K	0.17%	109
2025 Q4	$4.18M	Buy	143,345 +16,934	+13%	+$482K	0.16%	113
2025 Q3	$3.59M	Buy	+126,411	New	+$3.52M	0.22%	92

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

Smartleaf Asset Management's CGMM Position: Q2 2026 in Review

Smartleaf Asset Management held its Capital Group U.S. Small and Mid Cap ETF (CGMM) position steady in Q2 2026 at 164,361 shares worth $5.37M. The position accounts for 0.17% of the portfolio, ranked #102.

Smartleaf Asset Management first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Smartleaf Asset Management held 164,361 shares of Capital Group U.S. Small and Mid Cap ETF worth $5.37M as of Q2 2026.
Smartleaf Asset Management left its Capital Group U.S. Small and Mid Cap ETF share count unchanged in Q2 2026.
Capital Group U.S. Small and Mid Cap ETF made up 0.17% of Smartleaf Asset Management's portfolio in Q2 2026, its #102 holding.
Smartleaf Asset Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 4 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 Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.