CIAS
CGMU icon

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

Capital Investment 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
2025
Q4 		– Sell
-386
Closed -$10.5K – 1179
2025
Q3 		$10.5K Buy
+386
New +$10.4K ﹤0.01% 957

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Capital Investment Advisory Services's CGMU Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of Capital Group Municipal Income ETF (CGMU) in Q4 2025, closing a stake of 386 shares — an estimated $10.5K sold.

Capital Investment Advisory Services first reported a position in CGMU in Q3 2025 and held it in 1 quarter. The position peaked at $10.5K in Q3 2025. 300 funds tracked by Wall St. Rank hold CGMU as of Q4 2025.

  • Capital Investment Advisory Services reported no remaining Capital Group Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 386 Capital Group Municipal Income ETF shares in Q4 2025, an estimated $10.5K.
  • Capital Investment Advisory Services first reported a position in Capital Group Municipal Income ETF in Q3 2025 and held it in 1 quarter.
  • Capital Investment Advisory Services's Capital Group Municipal Income ETF position peaked at $10.5K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.