Capital Analysts LLC’s Capital Group Municipal Income ETF CGMU Stock Holding History

Capital Analysts 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	$29.6M	Buy	1,078,448 +119,984	+13%	+$3.28M	0.68%	28
2026 Q1	$26M	Buy	958,464 +525,665	+121%	+$14.5M	0.68%	28
2025 Q4	$11.8M	Buy	432,799 +70,603	+19%	+$1.93M	0.33%	72
2025 Q3	$9.88M	Buy	362,196 +45,368	+14%	+$1.22M	0.29%	80
2025 Q2	$8.46M	Buy	316,828 +199,930	+171%	+$5.31M	0.28%	78
2025 Q1	$3.13M	Buy	116,898 +67,565	+137%	+$1.83M	0.12%	154
2024 Q4	$1.33M	Buy	+49,333	New	+$1.34M	0.05%	218

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

Capital Analysts LLC's CGMU Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Municipal Income ETF (CGMU) stake by 13% in Q2 2026, buying an estimated $3.28M and bringing the position to 1,078,448 shares worth $29.6M. The position accounts for 0.68% of the portfolio, ranked #28.

Capital Analysts LLC first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Capital Analysts LLC held 1,078,448 shares of Capital Group Municipal Income ETF worth $29.6M as of Q2 2026.
Capital Analysts LLC bought 119,984 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $3.28M.
Capital Group Municipal Income ETF made up 0.68% of Capital Analysts LLC's portfolio in Q2 2026, its #28 holding.
Capital Analysts LLC first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.