J. Derek Lewis & Associates »

Capital Group Equity Etf Tr shares owned by J. Derek Lewis & Associates

Quarter-by-quarter ownership of Capital Group Equity Etf Tr (CGMM) shares owned by J. Derek Lewis & Associates from 13F filings

Historical chart of J. Derek Lewis & Associates investment in Capital Group Equity Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity Etf Tr held by J. Derek Lewis & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity Etf Tr by J. Derek Lewis & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.9M 171k 28.84

More positions owned by J. Derek Lewis & Associates

Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Growe Shs Etf (CGDG)
Apple (AAPL)
Tesla Motors (TSLA)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Conservative E SHS (CGCV)
Microsoft Corporation (MSFT)

View all positions for J. Derek Lewis & Associates

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Advisor Group Holdings
Merit Financial Group
Cetera Investment Advisers
Captrust Financial Advisors
Commonwealth Equity Services
Kestra Advisory Services
Stifel Financial
Mml Investors Services
Assetmark
Sei Investments
Ergawealth Advisors
Goss Wealth Management

View all funds holding Capital Group Equity Etf Tr