Capital Group Private Client Services
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Capital Group Private Client Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Capital Group Private Client 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
Q3 		$51M Buy
1,965,984
+19,724
+1% +$532K 0.72% 22
2026
Q2 		$53.5M Buy
1,946,260
+355,101
+22% +$9.7M 0.75% 22
2026
Q1 		$43.2M Buy
1,591,159
+35,078
+2% +$968K 0.73% 22
2025
Q4 		$42.6M Buy
1,556,081
+51,727
+3% +$1.42M 0.68% 24
2025
Q3 		$41.1M Buy
1,504,354
+197,521
+15% +$5.31M 0.69% 25
2025
Q2 		$34.9M Buy
1,306,833
+601,619
+85% +$16M 0.3% 77
2025
Q1 		$18.9M Buy
705,214
+16,470
+2% +$445K 0.18% 111
2024
Q4 		$18.5M Buy
688,744
+11,163
+2% +$303K 0.17% 119
2024
Q3 		$18.6M Buy
677,581
+61,231
+10% +$1.67M 0.18% 120
2024
Q2 		$16.5M Buy
616,350
+40,737
+7% +$1.09M 0.17% 121
2024
Q1 		$15.5M Buy
575,613
+107,429
+23% +$2.9M 0.16% 129
2023
Q4 		$12.7M Buy
468,184
+290,532
+164% +$7.6M 0.13% 128
2023
Q3 		$4.57M Buy
177,652
+37,315
+27% +$981K 0.06% 150
2023
Q2 		$3.72M Buy
140,337
+94,893
+209% +$2.52M 0.04% 155
2023
Q1 		$1.21M Buy
45,444
+14,952
+49% +$398K 0.02% 191
2022
Q4 		$798K Buy
+30,492
New +$793K 0.01% 203

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Group Private Client Services's CGMU Position: Q3 2026 in Review

Capital Group Private Client Services increased its Capital Group Municipal Income ETF (CGMU) stake by 1% in Q3 2026, buying an estimated $532K and bringing the position to 1,965,984 shares worth $51M. The position accounts for 0.72% of the portfolio, ranked #22.

Capital Group Private Client Services first reported a position in CGMU in Q4 2022 and has held it in 16 quarters since. The position peaked at $53.5M in Q2 2026. 344 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Capital Group Private Client Services held 1,965,984 shares of Capital Group Municipal Income ETF worth $51M as of Q3 2026.
  • Capital Group Private Client Services bought 19,724 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $532K.
  • Capital Group Municipal Income ETF made up 0.72% of Capital Group Private Client Services's portfolio in Q3 2026, its #22 holding.
  • Capital Group Private Client Services first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Capital Group Private Client Services's Capital Group Municipal Income ETF position peaked at $53.5M in Q2 2026.
  • 344 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Capital Group Private Client Services's 13F filing for Q3 2026, filed 12 Nov 2026.