TRCT
CGMM

Tower Research Capital (TRC)’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Tower Research Capital (TRC)’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
2025
Q4 		– Sell
-24,299
Closed -$690K – 5737
2025
Q3 		$690K Buy
+24,299
New +$677K 0.02% 672

Other funds holding CGMM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tower Research Capital (TRC)'s CGMM Position: Q4 2025 in Review

Tower Research Capital (TRC) sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q4 2025, closing a stake of 24,299 shares — an estimated $690K sold.

Tower Research Capital (TRC) first reported a position in CGMM in Q3 2025 and held it in 1 quarter. The position peaked at $690K in Q3 2025. 175 funds tracked by Wall St. Rank hold CGMM as of Q4 2025.

  • Tower Research Capital (TRC) reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 24,299 Capital Group U.S. Small and Mid Cap ETF shares in Q4 2025, an estimated $690K.
  • Tower Research Capital (TRC) first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and held it in 1 quarter.
  • Tower Research Capital (TRC)'s Capital Group U.S. Small and Mid Cap ETF position peaked at $690K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q4 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2025, filed 17 Feb 2026.