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Advisornet Financial’s Capital Group Municipal Income ETF CGMU Stock Holding History

Advisornet Financial’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 		$4.04M Buy
147,010
+10,433
+8% +$286K 0.18% 106
2026
Q1 		$3.71M Buy
136,577
+16,890
+14% +$466K 0.19% 105
2025
Q4 		$3.28M Buy
119,687
+19,138
+19% +$524K 0.17% 109
2025
Q3 		$2.74M Buy
100,549
+11,457
+13% +$308K 0.16% 125
2025
Q2 		$2.38M Buy
89,092
+3,537
+4% +$94K 0.15% 132
2025
Q1 		$2.29M Buy
85,555
+19,861
+30% +$537K 0.17% 139
2024
Q4 		$1.77M Buy
65,694
+26,149
+66% +$711K 0.15% 150
2024
Q3 		$1.09M Buy
39,545
+19,056
+93% +$519K 0.08% 221
2024
Q2 		$550K Buy
20,489
+8,693
+74% +$233K 0.05% 286
2024
Q1 		$319K Buy
11,796
+1,566
+15% +$42.3K 0.03% 380
2023
Q4 		$277K Buy
10,230
+8,230
+412% +$215K 0.03% 415
2023
Q3 		$51.4K Buy
+2,000
New +$52.6K ﹤0.01% 778

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisornet Financial's CGMU Position: Q2 2026 in Review

Advisornet Financial increased its Capital Group Municipal Income ETF (CGMU) stake by 7.6% in Q2 2026, buying an estimated $286K and bringing the position to 147,010 shares worth $4.04M. The position accounts for 0.18% of the portfolio, ranked #106.

Advisornet Financial first reported a position in CGMU in Q3 2023 and has held it in 12 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Advisornet Financial held 147,010 shares of Capital Group Municipal Income ETF worth $4.04M as of Q2 2026.
  • Advisornet Financial bought 10,433 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $286K.
  • Capital Group Municipal Income ETF made up 0.18% of Advisornet Financial's portfolio in Q2 2026, its #106 holding.
  • Advisornet Financial first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.