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

Capital Planning’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 		$3.62M Sell
131,819
-37,267
-22% -$1.02M 1.05% 27
2026
Q1 		$4.59M Sell
169,086
-10,355
-6% -$286K 1.49% 22
2025
Q4 		$4.92M Buy
179,441
+1,402
+0.8% +$38.4K 1.38% 22
2025
Q3 		$4.86M Sell
178,039
-42,683
-19% -$1.15M 1.42% 21
2025
Q2 		$5.89M Sell
220,722
-8,005
-3% -$213K 1.85% 19
2025
Q1 		$6.13M Buy
228,727
+25,450
+13% +$688K 1.72% 19
2024
Q4 		$5.47M Buy
203,277
+8,138
+4% +$221K 1.44% 22
2024
Q3 		$5.36M Sell
195,139
-714
-0.4% -$19.5K 1.5% 23
2024
Q2 		$5.26M Sell
195,853
-5,389
-3% -$145K 1.58% 21
2024
Q1 		$5.45M Sell
201,242
-1,178
-0.6% -$31.8K 1.78% 19
2023
Q4 		$5.5M Buy
202,420
+1,179
+0.6% +$30.9K 1.96% 16
2023
Q3 		$5.17M Sell
201,241
-5,246
-3% -$138K 2.04% 17
2023
Q2 		$5.48M Buy
206,487
+2,988
+1% +$79.4K 2.14% 16
2023
Q1 		$5.45M Sell
203,499
-12,201
-6% -$325K 2.25% 15
2022
Q4 		$5.66M Buy
+215,700
New +$5.61M 2.52% 14

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Planning's CGMU Position: Q2 2026 in Review

Capital Planning reduced its Capital Group Municipal Income ETF (CGMU) stake by 22% in Q2 2026, selling an estimated $1.02M and leaving 131,819 shares worth $3.62M. The position accounts for 1.05% of the portfolio, ranked #27.

Capital Planning first reported a position in CGMU in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.13M in Q1 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Capital Planning held 131,819 shares of Capital Group Municipal Income ETF worth $3.62M as of Q2 2026.
  • Capital Planning sold 37,267 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.02M.
  • Capital Group Municipal Income ETF made up 1.05% of Capital Planning's portfolio in Q2 2026, its #27 holding.
  • Capital Planning first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Capital Planning's Capital Group Municipal Income ETF position peaked at $6.13M in Q1 2025.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.