Cetera Investment Advisers
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Cetera Investment Advisers’s Capital Group Municipal Income ETF CGMU Stock Holding History

Cetera Investment Advisers’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 		$142M Buy
5,174,365
+296,672
+6% +$8.12M 0.13% 141
2026
Q1 		$132M Buy
4,877,693
+720,377
+17% +$19.9M 0.14% 130
2025
Q4 		$114M Buy
4,157,316
+606,857
+17% +$16.6M 0.12% 143
2025
Q3 		$96.9M Buy
3,550,459
+596,379
+20% +$16M 0.11% 162
2025
Q2 		$78.8M Buy
2,954,080
+378,221
+15% +$10M 0.13% 153
2025
Q1 		$69.1M Buy
2,575,859
+259,458
+11% +$7.01M 0.13% 154
2024
Q4 		$62.4M Buy
2,316,401
+147,350
+7% +$4.01M 0.13% 161
2024
Q3 		$59.6M Buy
2,169,051
+1,249,983
+136% +$34.1M 0.13% 157
2024
Q2 		$24.7M Buy
919,068
+200,221
+28% +$5.37M 0.06% 334
2024
Q1 		$19.4M Buy
718,847
+478,759
+199% +$12.9M 0.05% 401
2023
Q4 		$6.5M Buy
240,088
+49,639
+26% +$1.3M 0.05% 357
2023
Q3 		$4.89M Buy
190,449
+121,515
+176% +$3.2M 0.04% 422
2023
Q2 		$1.83M Sell
68,934
-2,825
-4% -$75.1K 0.02% 809
2023
Q1 		$1.91M Sell
71,759
-14,539
-17% -$387K 0.02% 748
2022
Q4 		$2.26M Buy
+86,298
New +$2.24M 0.02% 655

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers's CGMU Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Municipal Income ETF (CGMU) stake by 6.1% in Q2 2026, buying an estimated $8.12M and bringing the position to 5,174,365 shares worth $142M. The position accounts for 0.13% of the portfolio, ranked #141.

Cetera Investment Advisers first reported a position in CGMU in Q4 2022 and has held it in 15 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Cetera Investment Advisers held 5,174,365 shares of Capital Group Municipal Income ETF worth $142M as of Q2 2026.
  • Cetera Investment Advisers bought 296,672 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $8.12M.
  • Capital Group Municipal Income ETF made up 0.13% of Cetera Investment Advisers's portfolio in Q2 2026, its #141 holding.
  • Cetera Investment Advisers first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.