Cambridge Investment Research Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Cambridge Investment Research Advisors’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	$59.4M	Buy	2,160,787 +64,579	+3%	+$1.77M	0.13%	140
2026 Q1	$56.9M	Buy	2,096,208 +193,325	+10%	+$5.33M	0.15%	127
2025 Q4	$52.1M	Buy	1,902,883 +318,515	+20%	+$8.72M	0.14%	138
2025 Q3	$43.2M	Buy	1,584,368 +120,419	+8%	+$3.24M	0.12%	159
2025 Q2	$39.1M	Buy	1,463,949 +111,523	+8%	+$2.96M	0.12%	162
2025 Q1	$36.3M	Buy	1,352,426 +69,879	+5%	+$1.89M	0.12%	155
2024 Q4	$34.5M	Buy	1,282,547 +143,537	+13%	+$3.9M	0.12%	167
2024 Q3	$31.3M	Buy	1,139,010 +779,147	+217%	+$21.2M	0.11%	187
2024 Q2	$9.66M	Buy	359,863 +12,821	+4%	+$344K	0.04%	484
2024 Q1	$9.37M	Buy	347,042 +40,150	+13%	+$1.08M	0.04%	482
2023 Q4	$8.31M	Buy	306,892 +22,459	+8%	+$588K	0.04%	473
2023 Q3	$7.31M	Buy	284,433 +80,423	+39%	+$2.12M	0.03%	486
2023 Q2	$5.4M	Buy	204,010 +103,433	+103%	+$2.75M	0.02%	627
2023 Q1	$2.68M	Buy	100,577 +77,522	+336%	+$2.06M	0.01%	970
2022 Q4	$604K	Buy	+23,055	New	+$599K	﹤0.01%	1875

Other funds holding CGMU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

Cambridge Investment Research Advisors's CGMU Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 3.1% in Q2 2026, buying an estimated $1.77M and bringing the position to 2,160,787 shares worth $59.4M. The position accounts for 0.13% of the portfolio, ranked #140.

Cambridge Investment Research Advisors first reported a position in CGMU in Q4 2022 and has held it in 15 quarters since. 179 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Cambridge Investment Research Advisors held 2,160,787 shares of Capital Group Municipal Income ETF worth $59.4M as of Q2 2026.
Cambridge Investment Research Advisors bought 64,579 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.77M.
Capital Group Municipal Income ETF made up 0.13% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #140 holding.
Cambridge Investment Research Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
179 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.