CLG LLC
CGMU icon

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
Q3 		$403K Sell
15,542
-2,039
-12% -$54.9K 0.08% 103
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
EnRich Financial Partners
EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Michael Brady & Co
Michael Brady & Co Westlake, Ohio $110M AUM 10.96% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

CLG LLC's CGMU Position: Q3 2026 in Review

CLG LLC reduced its Capital Group Municipal Income ETF (CGMU) stake by 12% in Q3 2026, selling an estimated $54.9K and leaving 15,542 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #103.

CLG LLC first reported a position in CGMU in Q4 2025 and has held it in 4 quarters since. The position peaked at $483K in Q2 2026. 116 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • CLG LLC held 15,542 shares of Capital Group Municipal Income ETF worth $403K as of Q3 2026.
  • CLG LLC sold 2,039 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $54.9K.
  • Capital Group Municipal Income ETF made up 0.08% of CLG LLC's portfolio in Q3 2026, its #103 holding.
  • CLG LLC first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • CLG LLC's Capital Group Municipal Income ETF position peaked at $483K in Q2 2026.
  • 116 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.