CA
CGMU icon

Calton & Associates’s Capital Group Municipal Income ETF CGMU Stock Holding History

Calton & Associates’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 		$1.54M Buy
56,145
+5,275
+10% +$144K 0.23% 90
2026
Q1 		$1.38M Buy
50,870
+12,226
+32% +$337K 0.2% 103
2025
Q4 		$1.06M Buy
+38,644
New +$1.06M 0.16% 127

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Calton & Associates's CGMU Position: Q2 2026 in Review

Calton & Associates increased its Capital Group Municipal Income ETF (CGMU) stake by 10% in Q2 2026, buying an estimated $144K and bringing the position to 56,145 shares worth $1.54M. The position accounts for 0.23% of the portfolio, ranked #90.

Calton & Associates first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Calton & Associates held 56,145 shares of Capital Group Municipal Income ETF worth $1.54M as of Q2 2026.
  • Calton & Associates bought 5,275 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $144K.
  • Capital Group Municipal Income ETF made up 0.23% of Calton & Associates's portfolio in Q2 2026, its #90 holding.
  • Calton & Associates first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.