Baird Financial Group
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Baird Financial Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Baird Financial Group’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 		$10.6M Buy
387,615
+48,719
+14% +$1.33M 0.01% 592
2026
Q1 		$9.2M Buy
338,896
+14,727
+5% +$406K 0.01% 586
2025
Q4 		$8.88M Buy
324,169
+52,026
+19% +$1.42M 0.01% 575
2025
Q3 		$7.43M Buy
272,143
+38,787
+17% +$1.04M 0.01% 622
2025
Q2 		$6.23M Buy
233,356
+43,882
+23% +$1.17M 0.01% 652
2025
Q1 		$5.08M Buy
189,474
+80,072
+73% +$2.16M 0.01% 676
2024
Q4 		$2.95M Buy
109,402
+29,201
+36% +$794K 0.01% 852
2024
Q3 		$2.2M Buy
80,201
+15,497
+24% +$422K ﹤0.01% 935
2024
Q2 		$1.74M Buy
64,704
+30,257
+88% +$812K ﹤0.01% 1001
2024
Q1 		$930K Buy
34,447
+8,247
+31% +$223K ﹤0.01% 1178
2023
Q4 		$709K Buy
26,200
+16,200
+162% +$424K ﹤0.01% 1247
2023
Q3 		$257K Buy
+10,000
New +$263K ﹤0.01% 1549

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group's CGMU Position: Q2 2026 in Review

Baird Financial Group increased its Capital Group Municipal Income ETF (CGMU) stake by 14% in Q2 2026, buying an estimated $1.33M and bringing the position to 387,615 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #592.

Baird Financial Group first reported a position in CGMU in Q3 2023 and has held it in 12 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Baird Financial Group held 387,615 shares of Capital Group Municipal Income ETF worth $10.6M as of Q2 2026.
  • Baird Financial Group bought 48,719 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.33M.
  • Capital Group Municipal Income ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #592 holding.
  • Baird Financial Group first reported a position in Capital Group Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.