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

Carson Advisory’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 		$551K Buy
20,298
+6,566
+48% +$181K 0.29% 82
2025
Q4 		$376K Buy
13,732
+788
+6% +$21.6K 0.2% 102
2025
Q3 		$353K Buy
12,944
+5,225
+68% +$140K 0.19% 112
2025
Q2 		$206K Buy
7,719
+155
+2% +$4.12K 0.13% 166
2025
Q1 		$203K Buy
+7,564
New +$204K 0.14% 157
2024
Q4 		– Sell
-7,400
Closed -$203K – 161
2024
Q3 		$203K Buy
+7,400
New +$202K 0.13% 169

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 $377B 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 $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
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

Carson Advisory's CGMU Position: Q1 2026 in Review

Carson Advisory increased its Capital Group Municipal Income ETF (CGMU) stake by 48% in Q1 2026, buying an estimated $181K and bringing the position to 20,298 shares worth $551K. The position accounts for 0.29% of the portfolio, ranked #82.

Carson Advisory first reported a position in CGMU in Q3 2024 and has held it in 6 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Carson Advisory held 20,298 shares of Capital Group Municipal Income ETF worth $551K as of Q1 2026.
  • Carson Advisory bought 6,566 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $181K.
  • Capital Group Municipal Income ETF made up 0.29% of Carson Advisory's portfolio in Q1 2026, its #82 holding.
  • Carson Advisory first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 6 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.