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 Q2	$53.5M	Buy	1,946,260 +355,101	+22%	+$9.72M	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 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 Group Private Client Services's CGMU Position: Q2 2026 in Review

Capital Group Private Client Services increased its Capital Group Municipal Income ETF (CGMU) stake by 22% in Q2 2026, buying an estimated $9.72M and bringing the position to 1,946,260 shares worth $53.5M. The position accounts for 0.75% of the portfolio, ranked #22.

Capital Group Private Client Services first reported a position in CGMU in Q4 2022 and has held it in 15 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Capital Group Private Client Services held 1,946,260 shares of Capital Group Municipal Income ETF worth $53.5M as of Q2 2026.
Capital Group Private Client Services bought 355,101 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $9.72M.
Capital Group Municipal Income ETF made up 0.75% of Capital Group Private Client Services's portfolio in Q2 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 15 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.