Adamsbrown Wealth Consultants’s Capital Group Municipal Income ETF CGMU Stock Holding History

Adamsbrown Wealth Consultants’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	$321K	Sell	11,693 -3,573	-23%	-$97.8K	0.06%	118
2026 Q1	$414K	Sell	15,266 -3,428	-18%	-$94.6K	0.11%	83
2025 Q4	$512K	Buy	18,694 +5,949	+47%	+$163K	0.14%	66
2025 Q3	$348K	Buy	12,745 +1,946	+18%	+$52.3K	0.1%	82
2025 Q2	$288K	Buy	10,799 +90	+0.8%	+$2.39K	0.08%	83
2025 Q1	$287K	Buy	+10,709	New	+$289K	0.09%	74

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Adamsbrown Wealth Consultants's CGMU Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Capital Group Municipal Income ETF (CGMU) stake by 23% in Q2 2026, selling an estimated $97.8K and leaving 11,693 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #118.

Adamsbrown Wealth Consultants first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $512K in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Adamsbrown Wealth Consultants held 11,693 shares of Capital Group Municipal Income ETF worth $321K as of Q2 2026.
Adamsbrown Wealth Consultants sold 3,573 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $97.8K.
Capital Group Municipal Income ETF made up 0.06% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #118 holding.
Adamsbrown Wealth Consultants first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
Adamsbrown Wealth Consultants's Capital Group Municipal Income ETF position peaked at $512K in Q4 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.