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Advisortrust Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Advisortrust Partners’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 		$298K Buy
10,853
+1,461
+16% +$40K 0.1% 156
2026
Q1 		$255K Hold
9,392
– – 0.11% 149
2025
Q4 		$257K Buy
+9,392
New +$257K 0.11% 135

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

Advisortrust Partners's CGMU Position: Q2 2026 in Review

Advisortrust Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 16% in Q2 2026, buying an estimated $40K and bringing the position to 10,853 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #156.

Advisortrust Partners first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Advisortrust Partners held 10,853 shares of Capital Group Municipal Income ETF worth $298K as of Q2 2026.
  • Advisortrust Partners bought 1,461 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $40K.
  • Capital Group Municipal Income ETF made up 0.1% of Advisortrust Partners's portfolio in Q2 2026, its #156 holding.
  • Advisortrust Partners first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.