Barnes Pettey Financial Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Barnes Pettey Financial 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	$2.23M	Buy	81,293 +35,939	+79%	+$984K	0.7%	35
2026 Q1	$1.23M	Buy	45,354 +9,418	+26%	+$260K	0.54%	46
2025 Q4	$984K	Buy	35,936 +20,560	+134%	+$563K	0.49%	48
2025 Q3	$420K	Buy	+15,376	New	+$413K	0.23%	76

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

Barnes Pettey Financial Advisors's CGMU Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 79% in Q2 2026, buying an estimated $984K and bringing the position to 81,293 shares worth $2.23M. The position accounts for 0.7% of the portfolio, ranked #35.

Barnes Pettey Financial Advisors first reported a position in CGMU in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Barnes Pettey Financial Advisors held 81,293 shares of Capital Group Municipal Income ETF worth $2.23M as of Q2 2026.
Barnes Pettey Financial Advisors bought 35,939 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $984K.
Capital Group Municipal Income ETF made up 0.7% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #35 holding.
Barnes Pettey Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.