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

Waverly 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	$1.48M	Buy	+44,821	New	+$1.41M	0.01%	781

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

Waverly Advisors's CGMM Position: Q2 2026 in Review

Waverly Advisors opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 44,821 shares worth $1.48M. The stake represents 0.01% of the portfolio and ranks #781 among its holdings.

226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Waverly Advisors held 44,821 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.48M as of Q2 2026.
Capital Group U.S. Small and Mid Cap ETF was a new Waverly Advisors position in Q2 2026.
Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #781 holding.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.