Boyer Financial Services: Significant ETF Purchases & Sales Observed in Q2 2026 Portfolio

As of June 30th, 2026, Boyer Financial Services, Inc., an investment management firm focused on institutional clients, has shown notable changes in its portfolio holdings. The analysis reveals specific observable purchases and sales during this quarter.

The most significant activity observed involves substantial increases in shares held for several Capital Group ETFs:

• CGCP (Capital Grp Fixed Incm T) saw a major increase of 24.71% in its shareholding, reflecting strong confidence from Boyer Financial Services.
• CGDG (Capital Group Dividend Grow) increased by approximately 6.62%, continuing its upward trajectory in the portfolio.
• CGGR (Capital Grp Growth ETF) experienced a significant boost of about 10.09% in shares, indicating active investment strategy favoring growth-oriented vehicles.
• JBND (J P Morgan ETF) also showed a considerable increase of roughly 25.14% in shares, adding to its current allocation.

Beyond these substantial increases, Boyer Financial Services demonstrated an active approach by initiating new positions with several Exchange-Traded Funds:

• IWF (iShares Core MSCI World ETF) was added, representing a quarter-over-quarter increase.
• IWD (iShares Core MSCI Dev ex US Intl ETF) also entered the portfolio with a fresh position established this quarter.
• FHLC (Fidelity FTSE EPRA EMU Div TRUST ETF) was another new addition, signifying interest in European dividend-focused equities.
• DNL (WisdomTree BulletShares Short USD Duration ex US Gov LQ Tr ETN) and its related sibling ETF, DLN, were also initiated this quarter.

Conversely, Boyer Financial Services exited one position during the observed period:

• JIRE (J P Morgan Exchange Traded Fund) was sold entirely, resulting in a -60.25% change from its previous quarter holding.

The portfolio's overall structure remains heavily concentrated within the Capital Group family of ETFs and other investment trusts:

• Capital Group Fixed Income Trusts (CGCP, CGMS) continue to be a significant component, now accounting for approximately 3.45% + 2.47% = about 6.0% of the total portfolio value.
• The Capital Group Growth ETF (JBND) and Dividend ETF (CGDG) are major holdings, representing roughly 10.13% + 9.27% = about 19.4% of the portfolio.
• The Capital Group Growth ETF (JBND) and Dividend ETF (CGDG) are major holdings, representing roughly 9.01% + 10.13% = about 19.14% of the portfolio.
• The newly added ETFs (IWF, IWD) and the Capital Group Fixed Income Trust (CGCP) are all concentrated in the Technology sector allocation, which now stands at about 3.45% + (19.14%) + (6.0%) = roughly around 28.6% of the portfolio.

Boyler Financial Services' actions this quarter suggest a continued focus on established Capital Group products, particularly those emphasizing growth and dividends within ETF structures, alongside diversification into other prominent investment trusts like iShares funds (IWF, IWD). The exit of JIRE indicates a potential shift in strategy or assessment regarding that specific fund.

For more detailed information on Boyer Financial Services' portfolio holdings and performance, please visit their institutional profile at InsiderSet. Investors can also explore the specific ETFs mentioned by visiting individual stock pages for each symbol.