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Atria Investments’s Capital Group Municipal Income ETF CGMU Stock Holding History

Atria Investments’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 		$440K Sell
16,221
-6,139
-27% -$169K ﹤0.01% 1514
2025
Q4 		$612K Sell
22,360
-1,443
-6% -$39.5K 0.01% 1321
2025
Q3 		$650K Sell
23,803
-4,008
-14% -$108K 0.01% 1281
2025
Q2 		$742K Sell
27,811
-122,989
-82% -$3.27M 0.01% 1204
2025
Q1 		$4.04M Buy
150,800
+38,937
+35% +$1.05M 0.05% 431
2024
Q4 		$3.01M Buy
111,863
+627
+0.6% +$17K 0.04% 524
2024
Q3 		$3.05M Buy
111,236
+15,010
+16% +$409K 0.04% 520
2024
Q2 		$2.58M Buy
96,226
+36,622
+61% +$982K 0.03% 555
2024
Q1 		$1.61M Buy
59,604
+1,496
+3% +$40.4K 0.02% 743
2023
Q4 		$1.57M Sell
58,108
-54,422
-48% -$1.42M 0.02% 694
2023
Q3 		$2.89M Buy
112,530
+11,836
+12% +$311K 0.05% 440
2023
Q2 		$2.67M Buy
100,694
+6,947
+7% +$185K 0.05% 460
2023
Q1 		$2.5M Buy
+93,747
New +$2.49M 0.05% 461

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments's CGMU Position: Q1 2026 in Review

Atria Investments reduced its Capital Group Municipal Income ETF (CGMU) stake by 27% in Q1 2026, selling an estimated $169K and leaving 16,221 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Atria Investments first reported a position in CGMU in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.04M in Q1 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Atria Investments held 16,221 shares of Capital Group Municipal Income ETF worth $440K as of Q1 2026.
  • Atria Investments sold 6,139 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $169K.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1514 holding.
  • Atria Investments first reported a position in Capital Group Municipal Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Atria Investments's Capital Group Municipal Income ETF position peaked at $4.04M in Q1 2025.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.