Capital Asset Advisory Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Capital Asset Advisory Services’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	$211K	Hold	7,673	–	–	0.01%	348
2026 Q1	$211K	Buy	+7,673	New	+$212K	0.01%	286

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 Asset Advisory Services's CGMU Position: Q2 2026 in Review

Capital Asset Advisory Services held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 7,673 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #348.

Capital Asset Advisory Services first reported a position in CGMU in Q1 2026 and has held it in 2 quarters since. The position peaked at $211K in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Capital Asset Advisory Services held 7,673 shares of Capital Group Municipal Income ETF worth $211K as of Q2 2026.
Capital Asset Advisory Services left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Municipal Income ETF made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #348 holding.
Capital Asset Advisory Services first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
Capital Asset Advisory Services's Capital Group Municipal Income ETF position peaked at $211K in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.