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

Arax Advisory 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	$6.66M	Buy	242,504 +242,349	+156,354%	+$6.63M	0.04%	408
2026 Q1	$4.21K	Sell	155 -278	-64%	-$7.67K	﹤0.01%	2871
2025 Q4	$11.9K	Buy	+433	New	+$11.9K	﹤0.01%	2383
2025 Q3	–	Sell	-2,158	Closed	-$57.6K	–	3707
2025 Q2	$57.6K	Buy	2,158 +1,036	+92%	+$27.5K	﹤0.01%	1166
2025 Q1	$30.1K	Buy	+1,122	New	+$30.3K	﹤0.01%	1135

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

Arax Advisory Partners's CGMU Position: Q2 2026 in Review

Arax Advisory Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 156,354% in Q2 2026, buying an estimated $6.63M and bringing the position to 242,504 shares worth $6.66M. The position accounts for 0.04% of the portfolio, ranked #408.

Arax Advisory Partners first reported a position in CGMU in Q1 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Arax Advisory Partners held 242,504 shares of Capital Group Municipal Income ETF worth $6.66M as of Q2 2026.
Arax Advisory Partners bought 242,349 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $6.63M.
Capital Group Municipal Income ETF made up 0.04% of Arax Advisory Partners's portfolio in Q2 2026, its #408 holding.
Arax Advisory Partners first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

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