USCWA
CGMM

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

U.S. Capital Wealth 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
Q1 		$218K Buy
+7,426
New +$225K 0.01% 926

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

U.S. Capital Wealth Advisors's CGMM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q1 2026: 7,426 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #926 among its holdings.

200 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • U.S. Capital Wealth Advisors held 7,426 shares of Capital Group U.S. Small and Mid Cap ETF worth $218K as of Q1 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #926 holding.
  • 200 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.