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Beacon Capital Management Inc (Ohio)’s Capital Group Municipal Income ETF CGMU Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		$3.26M Hold
120,000
– – 0.18% 39
2025
Q4 		$3.29M Hold
120,000
– – 0.18% 41
2025
Q3 		$3.27M Hold
120,000
– – 0.16% 42
2025
Q2 		$3.2M Hold
120,000
– – 0.17% 27
2025
Q1 		$3.19M Buy
+120,000
New +$3.24M 0.16% 25

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Northwestern Mutual Wealth Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
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UBS Group
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Jones Financial Companies
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Commonwealth Equity Services
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Beacon Capital Management Inc (Ohio)'s CGMU Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) held its Capital Group Municipal Income ETF (CGMU) position steady in Q1 2026 at 120,000 shares worth $3.26M. The position accounts for 0.18% of the portfolio, ranked #39.

Beacon Capital Management Inc (Ohio) first reported a position in CGMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.29M in Q4 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) held 120,000 shares of Capital Group Municipal Income ETF worth $3.26M as of Q1 2026.
  • Beacon Capital Management Inc (Ohio) left its Capital Group Municipal Income ETF share count unchanged in Q1 2026.
  • Capital Group Municipal Income ETF made up 0.18% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #39 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Beacon Capital Management Inc (Ohio)'s Capital Group Municipal Income ETF position peaked at $3.29M in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.