Arkadios Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Arkadios Wealth 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	$2.16M	Buy	78,493 +5,667	+8%	+$155K	0.03%	507
2026 Q1	$1.98M	Buy	72,826 +2,284	+3%	+$63K	0.03%	509
2025 Q4	$1.93M	Buy	70,542 +189	+0.3%	+$5.17K	0.04%	459
2025 Q3	$1.92M	Buy	70,353 +62,195	+762%	+$1.67M	0.05%	411
2025 Q2	$218K	Buy	+8,158	New	+$217K	0.01%	1179

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

Arkadios Wealth Advisors's CGMU Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 7.8% in Q2 2026, buying an estimated $155K and bringing the position to 78,493 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #507.

Arkadios Wealth Advisors first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Arkadios Wealth Advisors held 78,493 shares of Capital Group Municipal Income ETF worth $2.16M as of Q2 2026.
Arkadios Wealth Advisors bought 5,667 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $155K.
Capital Group Municipal Income ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #507 holding.
Arkadios Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q2 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.