CPA
CGMU icon

Capital Planning Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Capital Planning Advisors’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 		$704K Hold
25,925
– – 0.1% 93
2025
Q4 		$710K Buy
25,925
+3,674
+17% +$101K 0.09% 100
2025
Q3 		$607K Buy
+22,251
New +$598K 0.08% 102

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 Planning Advisors's CGMU Position: Q1 2026 in Review

Capital Planning Advisors held its Capital Group Municipal Income ETF (CGMU) position steady in Q1 2026 at 25,925 shares worth $704K. The position accounts for 0.1% of the portfolio, ranked #93.

Capital Planning Advisors first reported a position in CGMU in Q3 2025 and has held it in 3 quarters since. The position peaked at $710K in Q4 2025. 332 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Capital Planning Advisors held 25,925 shares of Capital Group Municipal Income ETF worth $704K as of Q1 2026.
  • Capital Planning Advisors left its Capital Group Municipal Income ETF share count unchanged in Q1 2026.
  • Capital Group Municipal Income ETF made up 0.1% of Capital Planning Advisors's portfolio in Q1 2026, its #93 holding.
  • Capital Planning Advisors first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Capital Planning Advisors's Capital Group Municipal Income ETF position peaked at $710K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.