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Capital Insight Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Capital Insight Partners’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
Q1 		– Sell
-479,150
Closed -$13.1M – 20
2025
Q4 		$13.1M Sell
479,150
-26,612
-5% -$729K 2.78% 9
2025
Q3 		$13.8M Buy
+505,762
New +$13.6M 2.29% 12

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Insight Partners's CGMU Position: Q1 2026 in Review

Capital Insight Partners sold out of Capital Group Municipal Income ETF (CGMU) in Q1 2026, closing a stake of 479,150 shares — an estimated $13.1M sold.

Capital Insight Partners first reported a position in CGMU in Q3 2025 and held it in 2 quarters. The position peaked at $13.8M in Q3 2025. 332 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Capital Insight Partners reported no remaining Capital Group Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 479,150 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $13.1M.
  • Capital Insight Partners first reported a position in Capital Group Municipal Income ETF in Q3 2025 and held it in 2 quarters.
  • Capital Insight Partners's Capital Group Municipal Income ETF position peaked at $13.8M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.