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 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

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

Thurston Springer Miller Herd & Titak's CGMM Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 16% in Q2 2026, buying an estimated $25.5K and bringing the position to 5,814 shares worth $192K. The position accounts for 0.07% of the portfolio, ranked #254.

Thurston Springer Miller Herd & Titak first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Thurston Springer Miller Herd & Titak held 5,814 shares of Capital Group U.S. Small and Mid Cap ETF worth $192K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 811 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $25.5K.
Capital Group U.S. Small and Mid Cap ETF made up 0.07% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #254 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 3 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 Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.