Boyer Financial Services
CGMM icon

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
Q3 		$3.15M Buy
101,840
+3,817
+4% +$124K 2.52% 12
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Main Line Retirement Advisors
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Boyer Financial Services's CGMM Position: Q3 2026 in Review

Boyer Financial Services increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 3.9% in Q3 2026, buying an estimated $124K and bringing the position to 101,840 shares worth $3.15M. The position accounts for 2.52% of the portfolio, ranked #12.

Boyer Financial Services first reported a position in CGMM in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.21M in Q2 2026. 139 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

  • Boyer Financial Services held 101,840 shares of Capital Group U.S. Small and Mid Cap ETF worth $3.15M as of Q3 2026.
  • Boyer Financial Services bought 3,817 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $124K.
  • Capital Group U.S. Small and Mid Cap ETF made up 2.52% of Boyer Financial Services's portfolio in Q3 2026, its #12 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 4 quarters since.
  • Boyer Financial Services's Capital Group U.S. Small and Mid Cap ETF position peaked at $3.21M in Q2 2026.
  • 139 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.