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 Q3	$1.47M	Buy	47,513 +27,128	+133%	+$878K	0.05%	361
2026 Q2	$672K	Sell	20,385 -1,047	-5%	-$33K	0.02%	594
2026 Q1	$629K	Buy	21,432 +3,034	+16%	+$92K	0.02%	578
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 $468B AUM 17.69% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Presper Financial Architects Akron, Ohio $179M AUM 14.24% 1-Year Est. Return

Western Wealth Management's CGMM Position: Q3 2026 in Review

Western Wealth Management increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 133% in Q3 2026, buying an estimated $878K and bringing the position to 47,513 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #361.

Western Wealth Management first reported a position in CGMM in Q3 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Western Wealth Management held 47,513 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.47M as of Q3 2026.
Western Wealth Management bought 27,128 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $878K.
Capital Group U.S. Small and Mid Cap ETF made up 0.05% of Western Wealth Management's portfolio in Q3 2026, its #361 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 5 quarters since.
161 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.