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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

J. Derek Lewis & Associates increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 9.2% in Q2 2026, buying an estimated $1.79M and bringing the position to 768,767 shares worth $21M. The position accounts for 3.97% of the portfolio, ranked #7.

J. Derek Lewis & Associates first reported a position in CGMS in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • J. Derek Lewis & Associates held 768,767 shares of Capital Group US Multi-Sector Income ETF worth $21M as of Q2 2026.
  • J. Derek Lewis & Associates bought 65,080 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $1.79M.
  • Capital Group US Multi-Sector Income ETF made up 3.97% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #7 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 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

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