CGN Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

CGN Advisors’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	$378K	Buy	13,776 +2,648	+24%	+$72.5K	0.03%	253
2026 Q1	$302K	Buy	11,128 +390	+4%	+$10.8K	0.02%	270
2025 Q4	$294K	Buy	10,738 +42	+0.4%	+$1.15K	0.02%	276
2025 Q3	$292K	Buy	10,696 +1,318	+14%	+$35.4K	0.02%	272
2025 Q2	$250K	Buy	9,378 +360	+4%	+$9.56K	0.02%	282
2025 Q1	$242K	Sell	9,018 -117	-1%	-$3.16K	0.02%	277
2024 Q4	$246K	Buy	9,135 +434	+5%	+$11.8K	0.02%	276
2024 Q3	$239K	Buy	8,701 +499	+6%	+$13.6K	0.02%	263
2024 Q2	$220K	Buy	8,202 +636	+8%	+$17.1K	0.03%	256
2024 Q1	$204K	Buy	+7,566	New	+$204K	0.03%	250

Other funds holding CGMU

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

CGN Advisors's CGMU Position: Q2 2026 in Review

CGN Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 24% in Q2 2026, buying an estimated $72.5K and bringing the position to 13,776 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #253.

CGN Advisors first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

CGN Advisors held 13,776 shares of Capital Group Municipal Income ETF worth $378K as of Q2 2026.
CGN Advisors bought 2,648 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $72.5K.
Capital Group Municipal Income ETF made up 0.03% of CGN Advisors's portfolio in Q2 2026, its #253 holding.
CGN Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.