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

CAPTRUST Financial 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
Q2 		$1.91M Buy
69,691
+15,114
+28% +$414K ﹤0.01% 1335
2026
Q1 		$1.48M Buy
54,577
+2,937
+6% +$81K ﹤0.01% 1375
2025
Q4 		$1.41M Buy
51,640
+14,509
+39% +$397K ﹤0.01% 1286
2025
Q3 		$1.01M Sell
37,131
-40,764
-52% -$1.1M ﹤0.01% 1419
2025
Q2 		$2.08M Buy
77,895
+7,387
+10% +$196K ﹤0.01% 954
2025
Q1 		$1.89M Buy
70,508
+7,634
+12% +$206K ﹤0.01% 935
2024
Q4 		$1.69M Buy
62,874
+48,874
+349% +$1.33M ﹤0.01% 956
2024
Q3 		$384K Buy
+14,000
New +$382K ﹤0.01% 1738

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

CAPTRUST Financial Advisors's CGMU Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 28% in Q2 2026, buying an estimated $414K and bringing the position to 69,691 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

CAPTRUST Financial Advisors first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.08M in Q2 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • CAPTRUST Financial Advisors held 69,691 shares of Capital Group Municipal Income ETF worth $1.91M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 15,114 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $414K.
  • Capital Group Municipal Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1335 holding.
  • CAPTRUST Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • CAPTRUST Financial Advisors's Capital Group Municipal Income ETF position peaked at $2.08M in Q2 2025.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.