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

Western Wealth Management’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	$629K	Buy	21,432 +3,034	+16%	+$92K	0.02%	577
2025 Q4	$531K	Buy	18,398 +9,336	+103%	+$266K	0.02%	503
2025 Q3	$257K	Buy	+9,062	New	+$253K	0.01%	648

Other funds holding CGMM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Western Wealth Management's CGMM Position: Q1 2026 in Review

Western Wealth Management increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 16% in Q1 2026, buying an estimated $92K and bringing the position to 21,432 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #577.

Western Wealth Management first reported a position in CGMM in Q3 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

Western Wealth Management held 21,432 shares of Capital Group U.S. Small and Mid Cap ETF worth $629K as of Q1 2026.
Western Wealth Management bought 3,034 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $92K.
Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #577 holding.
Western Wealth Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.