Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Capital Group Municipal Income ETF CGMU Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.64M Buy
97,197
+28,299
+41% +$781K 0.01% 1079
2025
Q4 		$1.89M Buy
68,898
+3,668
+6% +$100K 0.01% 1172
2025
Q3 		$1.78M Buy
65,230
+3,356
+5% +$90.2K 0.01% 1135
2025
Q2 		$1.65M Buy
61,874
+457
+0.7% +$12.1K 0.01% 1020
2025
Q1 		$1.65M Buy
61,417
+988
+2% +$26.7K 0.01% 898
2024
Q4 		$1.63M Buy
60,429
+56,895
+1,610% +$1.55M 0.01% 863
2024
Q3 		$97K Buy
+3,534
New +$96.3K ﹤0.01% 2207

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGMU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Capital Group Municipal Income ETF (CGMU) stake by 41% in Q1 2026, buying an estimated $781K and bringing the position to 97,197 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #1079.

Carson Wealth (CWM LLC) first reported a position in CGMU in Q3 2024 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 97,197 shares of Capital Group Municipal Income ETF worth $2.64M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 28,299 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $781K.
  • Capital Group Municipal Income ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1079 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 331 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.