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BOLTON SECURITIES CORPORATION’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$12K Buy
+407
New +$12.3K ﹤0.01% 1574

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Jones Financial Companies
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Merit Financial Group
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BOLTON SECURITIES CORPORATION's CGMM Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q1 2026: 407 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1574 among its holdings.

202 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 407 shares of Capital Group U.S. Small and Mid Cap ETF worth $12K as of Q1 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1574 holding.
  • 202 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.