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Thurston Springer Miller Herd & Titak’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$15.9K Sell
512
-5,302
-91% -$172K 0.03% 358
2026
Q2 		$192K Buy
5,814
+811
+16% +$25.5K 0.07% 254
2026
Q1 		$147K Buy
5,003
+1,235
+33% +$37.5K 0.06% 305
2025
Q4 		$109K Buy
+3,768
New +$107K 0.04% 343

Other funds holding CGMM

MLRA
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WWP
Wise Wealth Partners Phoenix, Arizona $54.6M AUM 9.99% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's CGMM Position: Q3 2026 in Review

Thurston Springer Miller Herd & Titak reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 91% in Q3 2026, selling an estimated $172K and leaving 512 shares worth $15.9K. The position accounts for 0.03% of the portfolio, ranked #358.

Thurston Springer Miller Herd & Titak first reported a position in CGMM in Q4 2025 and has held it in 4 quarters since. The position peaked at $192K in Q2 2026. 23 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

  • Thurston Springer Miller Herd & Titak held 512 shares of Capital Group U.S. Small and Mid Cap ETF worth $15.9K as of Q3 2026.
  • Thurston Springer Miller Herd & Titak sold 5,302 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $172K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.03% of Thurston Springer Miller Herd & Titak's portfolio in Q3 2026, its #358 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Thurston Springer Miller Herd & Titak's Capital Group U.S. Small and Mid Cap ETF position peaked at $192K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2026, filed 14 Oct 2026.