Souders Financial Advisors’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Souders Financial Advisors’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	$10.1M	Buy	305,649 +18,044	+6%	+$568K	1.01%	33
2026 Q1	$8.44M	Buy	287,605 +46,884	+19%	+$1.42M	0.96%	32
2025 Q4	$6.94M	Buy	240,721 +9,881	+4%	+$281K	0.8%	34
2025 Q3	$6.55M	Buy	230,840 +221,116	+2,274%	+$6.16M	0.78%	33
2025 Q2	$261K	Buy	+9,724	New	+$240K	0.03%	174

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

Souders Financial Advisors's CGMM Position: Q2 2026 in Review

Souders Financial Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 6.3% in Q2 2026, buying an estimated $568K and bringing the position to 305,649 shares worth $10.1M. The position accounts for 1.01% of the portfolio, ranked #33.

Souders Financial Advisors 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.

Souders Financial Advisors held 305,649 shares of Capital Group U.S. Small and Mid Cap ETF worth $10.1M as of Q2 2026.
Souders Financial Advisors bought 18,044 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $568K.
Capital Group U.S. Small and Mid Cap ETF made up 1.01% of Souders Financial Advisors's portfolio in Q2 2026, its #33 holding.
Souders Financial Advisors 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 Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.