CCM
CGMU icon

Charter Capital Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Charter Capital 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 		$244K Hold
8,888
– – 0.11% 62
2026
Q1 		$241K Hold
8,888
– – 0.12% 59
2025
Q4 		$243K Hold
8,888
– – 0.13% 58
2025
Q3 		$243K Hold
8,888
– – 0.13% 56
2025
Q2 		$237K Buy
+8,888
New +$236K 0.14% 58

Other funds holding CGMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Charter Capital Management's CGMU Position: Q2 2026 in Review

Charter Capital Management held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 8,888 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #62.

Charter Capital Management first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Charter Capital Management held 8,888 shares of Capital Group Municipal Income ETF worth $244K as of Q2 2026.
  • Charter Capital Management left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
  • Capital Group Municipal Income ETF made up 0.11% of Charter Capital Management's portfolio in Q2 2026, its #62 holding.
  • Charter Capital Management first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.