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Capital Group U S Multi Sec Etf shares owned by J. Derek Lewis & Associates

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by J. Derek Lewis & Associates from 13F filings

Historical chart of J. Derek Lewis & Associates investment in Capital Group U S Multi Sec Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf 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 U S Multi Sec Etf by J. Derek Lewis & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 617k 27.62

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 U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Advisor Group Holdings
Capital Advantage
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Cambridge Investment Research Advisors
Stifel Financial
Jones Financial Companies, L.L

View all funds holding Capital Group U S Multi Sec Etf