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Copper Harbor Investment Advisors, LLC’s Capital Group Municipal Income ETF CGMU Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$7.26M Buy
+264,359
New +$7.24M 1.54% 19

Other funds holding CGMU

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's CGMU Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 264,359 shares worth $7.26M. The stake represents 1.54% of the portfolio and ranks #19 among its holdings.

119 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 264,359 shares of Capital Group Municipal Income ETF worth $7.26M as of Q2 2026.
  • Capital Group Municipal Income ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Capital Group Municipal Income ETF made up 1.54% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #19 holding.
  • 119 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.