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Cauble & Harre Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Cauble & Harre Wealth Management’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 		$6.3M Buy
229,441
+4,705
+2% +$129K 5.06% 4
2026
Q1 		$6.14M Buy
224,736
+10,035
+5% +$277K 4.89% 4
2025
Q4 		$5.88M Buy
+214,701
New +$5.88M 4.93% 5

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 22.9% 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

Cauble & Harre Wealth Management's CGMU Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 2.1% in Q2 2026, buying an estimated $129K and bringing the position to 229,441 shares worth $6.3M. The position accounts for 5.06% of the portfolio, ranked #4.

Cauble & Harre Wealth Management first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Cauble & Harre Wealth Management held 229,441 shares of Capital Group Municipal Income ETF worth $6.3M as of Q2 2026.
  • Cauble & Harre Wealth Management bought 4,705 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $129K.
  • Capital Group Municipal Income ETF made up 5.06% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Cauble & Harre Wealth Management first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.