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 Q2	$754K	Buy	27,444 +7,146	+35%	+$196K	0.35%	68
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Advisory's CGMU Position: Q2 2026 in Review

Carson Advisory increased its Capital Group Municipal Income ETF (CGMU) stake by 35% in Q2 2026, buying an estimated $196K and bringing the position to 27,444 shares worth $754K. The position accounts for 0.35% of the portfolio, ranked #68.

Carson Advisory first reported a position in CGMU in Q3 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Carson Advisory held 27,444 shares of Capital Group Municipal Income ETF worth $754K as of Q2 2026.
Carson Advisory bought 7,146 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $196K.
Capital Group Municipal Income ETF made up 0.35% of Carson Advisory's portfolio in Q2 2026, its #68 holding.
Carson Advisory first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.