Strategic Blueprint’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Strategic Blueprint’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	$15.1M	Buy	458,668 +9,037	+2%	+$285K	0.76%	27
2026 Q1	$13.2M	Buy	449,631 +13,799	+3%	+$419K	0.77%	26
2025 Q4	$12.6M	Buy	435,832 +49,421	+13%	+$1.41M	0.74%	27
2025 Q3	$11M	Buy	386,411 +33,695	+10%	+$939K	0.48%	46
2025 Q2	$9.48M	Buy	352,716 +143,860	+69%	+$3.55M	0.47%	50
2025 Q1	$4.99M	Buy	+208,856	New	+$5.28M	0.27%	90

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

Strategic Blueprint's CGMM Position: Q2 2026 in Review

Strategic Blueprint increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 2% in Q2 2026, buying an estimated $285K and bringing the position to 458,668 shares worth $15.1M. The position accounts for 0.76% of the portfolio, ranked #27.

Strategic Blueprint 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.

Strategic Blueprint held 458,668 shares of Capital Group U.S. Small and Mid Cap ETF worth $15.1M as of Q2 2026.
Strategic Blueprint bought 9,037 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $285K.
Capital Group U.S. Small and Mid Cap ETF made up 0.76% of Strategic Blueprint's portfolio in Q2 2026, its #27 holding.
Strategic Blueprint 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 Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.