J. Derek Lewis & Associates’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

J. Derek Lewis & Associates’s Portfolio CGMS Stock Details CGMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.7M	Buy	826,082 +57,315	+7%	+$1.55M	3.91%	8
2026 Q2	$21M	Buy	768,767 +65,080	+9%	+$1.79M	3.97%	7
2026 Q1	$19.2M	Buy	703,687 +87,030	+14%	+$2.4M	4.32%	7
2025 Q4	$17M	Buy	+616,657	New	+$17.1M	3.99%	9

Other funds holding CGMS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

J. Derek Lewis & Associates's CGMS Position: Q3 2026 in Review

J. Derek Lewis & Associates increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 7.5% in Q3 2026, buying an estimated $1.55M and bringing the position to 826,082 shares worth $21.7M. The position accounts for 3.91% of the portfolio, ranked #8.

J. Derek Lewis & Associates first reported a position in CGMS in Q4 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

J. Derek Lewis & Associates held 826,082 shares of Capital Group US Multi-Sector Income ETF worth $21.7M as of Q3 2026.
J. Derek Lewis & Associates bought 57,315 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $1.55M.
Capital Group US Multi-Sector Income ETF made up 3.91% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #8 holding.
J. Derek Lewis & Associates first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and has held it in 4 quarters since.
252 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.