BFS
CGMM

Boyer Financial Services’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Boyer Financial Services’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 		$3.21M Buy
98,023
+21,792
+29% +$686K 2.71% 11
2026
Q1 		$2.24M Buy
76,231
+13,367
+21% +$405K 2.37% 13
2025
Q4 		$1.84M Buy
+62,864
New +$1.79M 1.95% 15

Other funds holding CGMM

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $218M AUM 15.85% 1-Year Est. Return

Boyer Financial Services's CGMM Position: Q2 2026 in Review

Boyer Financial Services increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 29% in Q2 2026, buying an estimated $686K and bringing the position to 98,023 shares worth $3.21M. The position accounts for 2.71% of the portfolio, ranked #11.

Boyer Financial Services first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Boyer Financial Services held 98,023 shares of Capital Group U.S. Small and Mid Cap ETF worth $3.21M as of Q2 2026.
  • Boyer Financial Services bought 21,792 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $686K.
  • Capital Group U.S. Small and Mid Cap ETF made up 2.71% of Boyer Financial Services's portfolio in Q2 2026, its #11 holding.
  • Boyer Financial Services 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.
  • 132 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.