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

Wealth Enhancement Advisory Services’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	$10.1M	Buy	311,525 +30,280	+11%	+$953K	0.02%	670
2026 Q1	$8.35M	Buy	281,245 +70,523	+33%	+$2.14M	0.02%	668
2025 Q4	$6.37M	Buy	210,722 +44,985	+27%	+$1.28M	0.01%	905
2025 Q3	$4.68M	Buy	165,737 +81,945	+98%	+$2.28M	0.01%	987
2025 Q2	$2.3M	Buy	83,792 +21,742	+35%	+$537K	﹤0.01%	1284
2025 Q1	$1.48M	Buy	+62,050	New	+$1.57M	﹤0.01%	1400

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

Wealth Enhancement Advisory Services's CGMM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 11% in Q2 2026, buying an estimated $953K and bringing the position to 311,525 shares worth $10.1M. The position accounts for 0.02% of the portfolio, ranked #670.

Wealth Enhancement Advisory Services first reported a position in CGMM in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Wealth Enhancement Advisory Services held 311,525 shares of Capital Group U.S. Small and Mid Cap ETF worth $10.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 30,280 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $953K.
Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #670 holding.
Wealth Enhancement Advisory Services first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 6 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.