Belpointe Asset Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Belpointe Asset Management’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	$1.47M	Buy	53,550 +396	+0.7%	+$10.8K	0.05%	370
2026 Q1	$1.44M	Buy	53,154 +2,998	+6%	+$82.7K	0.05%	327
2025 Q4	$1.37M	Buy	50,156 +3,754	+8%	+$103K	0.05%	326
2025 Q3	$1.27M	Buy	46,402 +1,600	+4%	+$43K	0.05%	336
2025 Q2	$1.2M	Buy	44,802 +3,800	+9%	+$101K	0.05%	307
2025 Q1	$1.1M	Buy	41,002 +1,220	+3%	+$33K	0.06%	309
2024 Q4	$1.08M	Hold	39,782	–	–	0.07%	292
2024 Q3	$1.09M	Buy	39,782 +7,760	+24%	+$212K	0.07%	288
2024 Q2	$860K	Buy	32,022 +1,422	+5%	+$38.1K	0.06%	309
2024 Q1	$827K	Buy	30,600 +1,200	+4%	+$32.4K	0.06%	317
2023 Q4	$796K	Buy	+29,400	New	+$769K	0.07%	260

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

Belpointe Asset Management's CGMU Position: Q2 2026 in Review

Belpointe Asset Management increased its Capital Group Municipal Income ETF (CGMU) stake by 0.75% in Q2 2026, buying an estimated $10.8K and bringing the position to 53,550 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #370.

Belpointe Asset Management first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Belpointe Asset Management held 53,550 shares of Capital Group Municipal Income ETF worth $1.47M as of Q2 2026.
Belpointe Asset Management bought 396 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $10.8K.
Capital Group Municipal Income ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #370 holding.
Belpointe Asset Management first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.