Steward Partners Investment Advisory’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Steward Partners Investment Advisory’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	$1.71M	Buy	51,746 +51,251	+10,354%	+$1.61M	0.01%	996
2026 Q1	$14.5K	Buy	495 +87	+21%	+$2.64K	﹤0.01%	3382
2025 Q4	$11.8K	Buy	408 +76	+23%	+$2.16K	﹤0.01%	3379
2025 Q3	$9.43K	Buy	332 +123	+59%	+$3.43K	﹤0.01%	3427
2025 Q2	$5.62K	Buy	209 +57	+38%	+$1.41K	﹤0.01%	3441
2025 Q1	$3.63K	Buy	+152	New	+$3.84K	﹤0.01%	3476

Other funds holding CGMM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Steward Partners Investment Advisory's CGMM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 10,354% in Q2 2026, buying an estimated $1.61M and bringing the position to 51,746 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #996.

Steward Partners Investment Advisory 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.

Steward Partners Investment Advisory held 51,746 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.71M as of Q2 2026.
Steward Partners Investment Advisory bought 51,251 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $1.61M.
Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #996 holding.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.