SPIA
CGMM

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.62K Buy
209
+57
+38% +$1.53K ﹤0.01% 3441
2025
Q1 		$3.63K Buy
+152
New +$3.63K ﹤0.01% 3476