SIAP
CGMM

Sterling Investment Advisors (Pennsylvania)’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$426K Hold
12,920
– – 0.07% 161
2026
Q1 		$379K Buy
+12,920
New +$392K 0.07% 156

Other funds holding CGMM

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $218M AUM 15.85% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CGMM Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Capital Group U.S. Small and Mid Cap ETF (CGMM) position steady in Q2 2026 at 12,920 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #161.

Sterling Investment Advisors (Pennsylvania) first reported a position in CGMM in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 12,920 shares of Capital Group U.S. Small and Mid Cap ETF worth $426K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) 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 0.07% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #161 holding.
  • Sterling Investment Advisors (Pennsylvania) 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.
  • 107 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.