Stratos Wealth Partners
CGMM icon

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
Q3 		$1.62M Buy
52,269
+2,418
+5% +$78.3K 0.02% 686
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stratos Wealth Partners's CGMM Position: Q3 2026 in Review

Stratos Wealth Partners increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 4.9% in Q3 2026, buying an estimated $78.3K and bringing the position to 52,269 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #686.

Stratos Wealth Partners first reported a position in CGMM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.64M in Q2 2026. 218 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

  • Stratos Wealth Partners held 52,269 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.62M as of Q3 2026.
  • Stratos Wealth Partners bought 2,418 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $78.3K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q3 2026, its #686 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 5 quarters since.
  • Stratos Wealth Partners's Capital Group U.S. Small and Mid Cap ETF position peaked at $1.64M in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.