Transamerica Financial Advisors’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Transamerica Financial Advisors’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	$817K	Buy	24,755 +6,779	+38%	+$213K	0.07%	233
2026 Q1	$528K	Buy	17,976 +9,133	+103%	+$277K	0.05%	281
2025 Q4	$255K	Buy	8,843 +4,031	+84%	+$115K	0.02%	334
2025 Q3	$137K	Buy	+4,812	New	+$134K	0.01%	371

Other funds holding CGMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Transamerica Financial Advisors's CGMM Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 38% in Q2 2026, buying an estimated $213K and bringing the position to 24,755 shares worth $817K. The position accounts for 0.07% of the portfolio, ranked #233.

Transamerica Financial Advisors 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.

Transamerica Financial Advisors held 24,755 shares of Capital Group U.S. Small and Mid Cap ETF worth $817K as of Q2 2026.
Transamerica Financial Advisors bought 6,779 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $213K.
Capital Group U.S. Small and Mid Cap ETF made up 0.07% of Transamerica Financial Advisors's portfolio in Q2 2026, its #233 holding.
Transamerica Financial Advisors 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 Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.