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
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 $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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return