Brinker Capital Investments’s Capital Group Municipal Income ETF CGMU Stock Holding History

Brinker Capital Investments’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	$20.4M	Buy	742,297 +55,192	+8%	+$1.51M	0.16%	107
2026 Q1	$18.7M	Buy	687,105 +30,527	+5%	+$842K	0.16%	107
2025 Q4	$18M	Buy	656,578 +34,378	+6%	+$941K	0.13%	132
2025 Q3	$17M	Buy	622,200 +87,841	+16%	+$2.36M	0.13%	136
2025 Q2	$14.3M	Buy	534,359 +8,426	+2%	+$224K	0.12%	147
2025 Q1	$14.1M	Buy	525,933 +89,108	+20%	+$2.41M	0.14%	133
2024 Q4	$11.8M	Buy	436,825 +23,054	+6%	+$627K	0.12%	159
2024 Q3	$11.4M	Buy	+413,771	New	+$11.3M	0.11%	177

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 22.9% 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

Brinker Capital Investments's CGMU Position: Q2 2026 in Review

Brinker Capital Investments increased its Capital Group Municipal Income ETF (CGMU) stake by 8% in Q2 2026, buying an estimated $1.51M and bringing the position to 742,297 shares worth $20.4M. The position accounts for 0.16% of the portfolio, ranked #107.

Brinker Capital Investments 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.

Brinker Capital Investments held 742,297 shares of Capital Group Municipal Income ETF worth $20.4M as of Q2 2026.
Brinker Capital Investments bought 55,192 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.51M.
Capital Group Municipal Income ETF made up 0.16% of Brinker Capital Investments's portfolio in Q2 2026, its #107 holding.
Brinker Capital Investments 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 Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.