Cerity Partners
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Cerity Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Cerity Partners’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 		$5.34M Buy
194,341
+27,709
+17% +$758K 0.01% 1071
2026
Q1 		$4.52M Buy
166,632
+1,684
+1% +$46.4K 0.01% 1062
2025
Q4 		$4.52M Buy
164,948
+104,306
+172% +$2.86M 0.01% 964
2025
Q3 		$1.65M Buy
60,642
+440
+0.7% +$11.8K ﹤0.01% 1375
2025
Q2 		$1.61M Buy
60,202
+433
+0.7% +$11.5K ﹤0.01% 1315
2025
Q1 		$1.6M Buy
59,769
+414
+0.7% +$11.2K ﹤0.01% 1219
2024
Q4 		$1.6M Buy
59,355
+642
+1% +$17.5K ﹤0.01% 1205
2024
Q3 		$1.61M Buy
58,713
+340
+0.6% +$9.27K ﹤0.01% 1187
2024
Q2 		$1.57M Buy
58,373
+2,042
+4% +$54.8K ﹤0.01% 1025
2024
Q1 		$1.52M Buy
56,331
+3,165
+6% +$85.5K ﹤0.01% 1094
2023
Q4 		$1.44M Buy
+53,166
New +$1.39M ﹤0.01% 870

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

Cerity Partners's CGMU Position: Q2 2026 in Review

Cerity Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 17% in Q2 2026, buying an estimated $758K and bringing the position to 194,341 shares worth $5.34M. The position accounts for 0.01% of the portfolio, ranked #1071.

Cerity Partners first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Cerity Partners held 194,341 shares of Capital Group Municipal Income ETF worth $5.34M as of Q2 2026.
  • Cerity Partners bought 27,709 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $758K.
  • Capital Group Municipal Income ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1071 holding.
  • Cerity Partners first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.