Benjamin Edwards Inc’s Capital Group Municipal Income ETF CGMU Stock Holding History

Benjamin Edwards Inc’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	$11.1M	Buy	404,334 +69,575	+21%	+$1.9M	0.1%	211
2026 Q1	$9.09M	Buy	334,759 +41,002	+14%	+$1.13M	0.09%	231
2025 Q4	$8.04M	Sell	293,757 -3,038	-1%	-$83.2K	0.09%	225
2025 Q3	$8.1M	Buy	296,795 +70,124	+31%	+$1.89M	0.09%	216
2025 Q2	$6.05M	Buy	226,671 +52,372	+30%	+$1.39M	0.08%	237
2025 Q1	$4.67M	Buy	174,299 +7,435	+4%	+$201K	0.07%	272
2024 Q4	$4.49M	Buy	166,864 +8,680	+5%	+$236K	0.06%	276
2024 Q3	$4.34M	Buy	+158,184	New	+$4.31M	0.06%	287

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

Benjamin Edwards Inc's CGMU Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Municipal Income ETF (CGMU) stake by 21% in Q2 2026, buying an estimated $1.9M and bringing the position to 404,334 shares worth $11.1M. The position accounts for 0.1% of the portfolio, ranked #211.

Benjamin Edwards Inc first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Benjamin Edwards Inc held 404,334 shares of Capital Group Municipal Income ETF worth $11.1M as of Q2 2026.
Benjamin Edwards Inc bought 69,575 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.9M.
Capital Group Municipal Income ETF made up 0.1% of Benjamin Edwards Inc's portfolio in Q2 2026, its #211 holding.
Benjamin Edwards Inc first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.