Centaurus Financial’s Capital Group Municipal Income ETF CGMU Stock Holding History

Centaurus Financial’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	$964K	Buy	35,111 +12,717	+57%	+$348K	0.04%	409
2026 Q1	$608K	Buy	22,394 +9,194	+70%	+$254K	0.03%	467
2025 Q4	$361K	Buy	13,200 +750	+6%	+$20.5K	0.02%	611
2025 Q3	$340K	Sell	12,450 -50	-0.4%	-$1.34K	0.02%	635
2025 Q2	$334K	Buy	12,500 +2,535	+25%	+$67.3K	0.02%	583
2025 Q1	$267K	Buy	+9,965	New	+$269K	0.02%	604

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

Centaurus Financial's CGMU Position: Q2 2026 in Review

Centaurus Financial increased its Capital Group Municipal Income ETF (CGMU) stake by 57% in Q2 2026, buying an estimated $348K and bringing the position to 35,111 shares worth $964K. The position accounts for 0.04% of the portfolio, ranked #409.

Centaurus Financial first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Centaurus Financial held 35,111 shares of Capital Group Municipal Income ETF worth $964K as of Q2 2026.
Centaurus Financial bought 12,717 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $348K.
Capital Group Municipal Income ETF made up 0.04% of Centaurus Financial's portfolio in Q2 2026, its #409 holding.
Centaurus Financial first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.