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

World Investment 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	$2.29M	Buy	77,386 +246	+0.3%	+$7.75K	0.04%	439
2026 Q1	$2.26M	Buy	77,140 +26,258	+52%	+$796K	0.04%	446
2025 Q4	$1.47M	Buy	50,882 +21,972	+76%	+$625K	0.02%	562
2025 Q3	$821K	Buy	28,910 +18,098	+167%	+$504K	0.02%	622
2025 Q2	$291K	Buy	10,812 +1,662	+18%	+$41K	0.01%	925
2025 Q1	$219K	Buy	+9,150	New	+$231K	0.01%	979

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

World Investment Advisors's CGMM Position: Q2 2026 in Review

World Investment Advisors increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 0.32% in Q2 2026, buying an estimated $7.75K and bringing the position to 77,386 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #439.

World Investment Advisors 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.

World Investment Advisors held 77,386 shares of Capital Group U.S. Small and Mid Cap ETF worth $2.29M as of Q2 2026.
World Investment Advisors bought 246 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $7.75K.
Capital Group U.S. Small and Mid Cap ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #439 holding.
World Investment Advisors 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.