WSA
CGMM

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

Wealth Science 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 		$4.29M Buy
130,103
+36,834
+39% +$1.16M 1.91% 12
2026
Q1 		$2.69M Hold
93,269
– – 1.51% 13
2025
Q4 		$2.69M Buy
+93,269
New +$2.65M 1.55% 13

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
Commonwealth Equity Services
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

Wealth Science Advisors's CGMM Position: Q2 2026 in Review

Wealth Science Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 39% in Q2 2026, buying an estimated $1.16M and bringing the position to 130,103 shares worth $4.29M. The position accounts for 1.91% of the portfolio, ranked #12.

Wealth Science Advisors first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Wealth Science Advisors held 130,103 shares of Capital Group U.S. Small and Mid Cap ETF worth $4.29M as of Q2 2026.
  • Wealth Science Advisors bought 36,834 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $1.16M.
  • Capital Group U.S. Small and Mid Cap ETF made up 1.91% of Wealth Science Advisors's portfolio in Q2 2026, its #12 holding.
  • Wealth Science Advisors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.