FFASIA
CGMU icon

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Capital Group Municipal Income ETF CGMU Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio CGMU Stock Details CGMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-101,647
Closed -$2.76M – 80
2026
Q1 		$2.76M Buy
+101,647
New +$2.8M 1.73% 5

Other funds holding CGMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's CGMU Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2026, closing a stake of 101,647 shares — an estimated $2.76M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in CGMU in Q1 2026 and held it in 1 quarter. The position peaked at $2.76M in Q1 2026. 235 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Capital Group Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 101,647 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $2.76M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Capital Group Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Capital Group Municipal Income ETF position peaked at $2.76M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.