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

Atlas Private 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 Q1	$952K	Buy	35,055 +39	+0.1%	+$1.08K	0.22%	60
2025 Q4	$959K	Buy	35,016 +402	+1%	+$11K	0.22%	58
2025 Q3	$945K	Sell	34,614 -18,233	-35%	-$490K	0.23%	59
2025 Q2	$1.41M	Buy	+52,847	New	+$1.4M	0.18%	67

Other funds holding CGMU

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atlas Private Wealth Advisors's CGMU Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 0.11% in Q1 2026, buying an estimated $1.08K and bringing the position to 35,055 shares worth $952K. The position accounts for 0.22% of the portfolio, ranked #60.

Atlas Private Wealth Advisors first reported a position in CGMU in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q2 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Atlas Private Wealth Advisors held 35,055 shares of Capital Group Municipal Income ETF worth $952K as of Q1 2026.
Atlas Private Wealth Advisors bought 39 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $1.08K.
Capital Group Municipal Income ETF made up 0.22% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Atlas Private Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
Atlas Private Wealth Advisors's Capital Group Municipal Income ETF position peaked at $1.41M in Q2 2025.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.