Stratos Wealth Partners’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Stratos Wealth Partners’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	$1.64M	Buy	49,851 +3,577	+8%	+$113K	0.02%	660
2026 Q1	$1.36M	Buy	46,274 +6,704	+17%	+$203K	0.02%	689
2025 Q4	$1.14M	Buy	39,570 +21,588	+120%	+$614K	0.01%	723
2025 Q3	$511K	Buy	+17,982	New	+$501K	0.01%	1008

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

Stratos Wealth Partners's CGMM Position: Q2 2026 in Review

Stratos Wealth Partners increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 7.7% in Q2 2026, buying an estimated $113K and bringing the position to 49,851 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #660.

Stratos Wealth Partners first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Stratos Wealth Partners held 49,851 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.64M as of Q2 2026.
Stratos Wealth Partners bought 3,577 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $113K.
Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #660 holding.
Stratos Wealth Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 4 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 Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.