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

American Financial Advisors’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 		$1.6M Buy
58,170
+464
+0.8% +$12.7K 0.19% 54
2026
Q1 		$1.57M Buy
57,706
+2,289
+4% +$63.1K 0.21% 50
2025
Q4 		$1.52M Buy
55,417
+5,301
+11% +$145K 0.2% 53
2025
Q3 		$1.37M Buy
50,116
+2,240
+5% +$60.2K 0.18% 57
2025
Q2 		$1.28M Buy
47,876
+26,227
+121% +$697K 0.18% 55
2025
Q1 		$581K Buy
21,649
+3,831
+22% +$104K 0.08% 71
2024
Q4 		$480K Buy
17,818
+1,741
+11% +$47.3K 0.07% 81
2024
Q3 		$441K Buy
16,077
+5,340
+50% +$146K 0.06% 89
2024
Q2 		$288K Buy
10,737
+221
+2% +$5.93K 0.04% 115
2024
Q1 		$284K Buy
10,516
+137
+1% +$3.7K 0.04% 118
2023
Q4 		$281K Buy
+10,379
New +$272K 0.04% 115

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

American Financial Advisors's CGMU Position: Q2 2026 in Review

American Financial Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 0.8% in Q2 2026, buying an estimated $12.7K and bringing the position to 58,170 shares worth $1.6M. The position accounts for 0.19% of the portfolio, ranked #54.

American Financial Advisors first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • American Financial Advisors held 58,170 shares of Capital Group Municipal Income ETF worth $1.6M as of Q2 2026.
  • American Financial Advisors bought 464 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $12.7K.
  • Capital Group Municipal Income ETF made up 0.19% of American Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • American Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.