JDLA
CGHY

J. Derek Lewis & Associates’s Capital Group High Yield Bond ETF CGHY Stock Holding History

J. Derek Lewis & Associates’s Portfolio CGHY Stock Details CGHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Buy
113,917
+2,474
+2% +$62.7K 0.55% 32
2026
Q1 		$2.79M Buy
111,443
+34,126
+44% +$865K 0.63% 29
2025
Q4 		$1.96M Buy
+77,317
New +$1.96M 0.46% 36

Other funds holding CGHY

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GWM
Greenline Wealth Management Boca Raton, Florida $122M AUM

J. Derek Lewis & Associates's CGHY Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group High Yield Bond ETF (CGHY) stake by 2.2% in Q2 2026, buying an estimated $62.7K and bringing the position to 113,917 shares worth $2.89M. The position accounts for 0.55% of the portfolio, ranked #32.

J. Derek Lewis & Associates first reported a position in CGHY in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold CGHY as of Q2 2026.

  • J. Derek Lewis & Associates held 113,917 shares of Capital Group High Yield Bond ETF worth $2.89M as of Q2 2026.
  • J. Derek Lewis & Associates bought 2,474 Capital Group High Yield Bond ETF shares in Q2 2026, an estimated $62.7K.
  • Capital Group High Yield Bond ETF made up 0.55% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #32 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Capital Group High Yield Bond ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.