Ameritas Advisory Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Ameritas Advisory Services’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	$4.09M	Buy	148,803 +83,948	+129%	+$2.3M	0.08%	228
2026 Q1	$1.76M	Buy	64,855 +184	+0.3%	+$5.08K	0.07%	246
2025 Q4	$1.77M	Buy	64,671 +26,940	+71%	+$738K	0.07%	247
2025 Q3	$1.03M	Buy	37,731 +26,853	+247%	+$722K	0.07%	251
2025 Q2	$290K	Sell	10,878 -549	-5%	-$14.6K	0.02%	636
2025 Q1	$307K	Sell	11,427 -489	-4%	-$13.2K	0.01%	697
2024 Q4	$321K	Buy	11,916 +2,433	+26%	+$66.1K	0.01%	707
2024 Q3	$260K	Buy	+9,483	New	+$259K	0.01%	724

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

Ameritas Advisory Services's CGMU Position: Q2 2026 in Review

Ameritas Advisory Services increased its Capital Group Municipal Income ETF (CGMU) stake by 129% in Q2 2026, buying an estimated $2.3M and bringing the position to 148,803 shares worth $4.09M. The position accounts for 0.08% of the portfolio, ranked #228.

Ameritas Advisory Services first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Ameritas Advisory Services held 148,803 shares of Capital Group Municipal Income ETF worth $4.09M as of Q2 2026.
Ameritas Advisory Services bought 83,948 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $2.3M.
Capital Group Municipal Income ETF made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #228 holding.
Ameritas Advisory Services first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.