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CLG LLC’s Capital Group Municipal Income ETF CGMU Stock Holding History

CLG LLC’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 		$483K Buy
17,581
+1,047
+6% +$28.7K 0.11% 98
2026
Q1 		$449K Buy
16,534
+3,546
+27% +$97.8K 0.11% 93
2025
Q4 		$356K Buy
+12,988
New +$356K 0.09% 106

Other funds holding CGMU

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CLG LLC's CGMU Position: Q2 2026 in Review

CLG LLC increased its Capital Group Municipal Income ETF (CGMU) stake by 6.3% in Q2 2026, buying an estimated $28.7K and bringing the position to 17,581 shares worth $483K. The position accounts for 0.11% of the portfolio, ranked #98.

CLG LLC first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • CLG LLC held 17,581 shares of Capital Group Municipal Income ETF worth $483K as of Q2 2026.
  • CLG LLC bought 1,047 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $28.7K.
  • Capital Group Municipal Income ETF made up 0.11% of CLG LLC's portfolio in Q2 2026, its #98 holding.
  • CLG LLC first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.