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 Q3	$11M	Buy	350,848 +39,323	+13%	+$1.27M	0.02%	691
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 $468B AUM 17.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGMM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 13% in Q3 2026, buying an estimated $1.27M and bringing the position to 350,848 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #691.

Wealth Enhancement Advisory Services first reported a position in CGMM in Q1 2025 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Wealth Enhancement Advisory Services held 350,848 shares of Capital Group U.S. Small and Mid Cap ETF worth $11M as of Q3 2026.
Wealth Enhancement Advisory Services bought 39,323 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $1.27M.
Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #691 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 7 quarters since.
204 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.