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 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Steward Partners Investment Advisory's CGMM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 21% in Q1 2026, buying an estimated $2.64K and bringing the position to 495 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Steward Partners Investment Advisory first reported a position in CGMM in Q1 2025 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

Steward Partners Investment Advisory held 495 shares of Capital Group U.S. Small and Mid Cap ETF worth $14.5K as of Q1 2026.
Steward Partners Investment Advisory bought 87 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $2.64K.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3382 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 5 quarters since.
199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.