Commonwealth Equity Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Commonwealth Equity Services’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	$80.5M	Sell	2,929,467 -19,035	-0.6%	-$521K	0.1%	206
2026 Q1	$80.1M	Buy	2,948,502 +350,637	+13%	+$9.67M	0.11%	181
2025 Q4	$71.1M	Buy	2,597,865 +236,280	+10%	+$6.47M	0.09%	210
2025 Q3	$64.4M	Buy	2,361,585 +69,685	+3%	+$1.87M	0.08%	228
2025 Q2	$61.2M	Buy	2,291,900 +217,749	+10%	+$5.78M	0.08%	242
2025 Q1	$55.6M	Buy	2,074,151 +109,549	+6%	+$2.96M	0.08%	253
2024 Q4	$52.9M	Buy	1,964,602 +170,672	+10%	+$4.64M	0.08%	238
2024 Q3	$49.3M	Buy	1,793,930 +50,942	+3%	+$1.39M	0.07%	244
2024 Q2	$46.8M	Buy	1,742,988 +45,770	+3%	+$1.23M	0.07%	243
2024 Q1	$45.8M	Buy	1,697,218 +146,827	+9%	+$3.97M	0.08%	242
2023 Q4	$42M	Buy	1,550,391 +835,020	+117%	+$21.9M	0.08%	244
2023 Q3	$18.4M	Buy	715,371 +30,402	+4%	+$800K	0.04%	446
2023 Q2	$18.1M	Buy	684,969 +47,526	+7%	+$1.26M	0.04%	449
2023 Q1	$17M	Buy	637,443 +197,973	+45%	+$5.27M	0.04%	449
2022 Q4	$11.5M	Buy	+439,470	New	+$11.4M	0.03%	576

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services's CGMU Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Capital Group Municipal Income ETF (CGMU) stake by 0.65% in Q2 2026, selling an estimated $521K and leaving 2,929,467 shares worth $80.5M. The position accounts for 0.1% of the portfolio, ranked #206.

Commonwealth Equity Services 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.

Commonwealth Equity Services held 2,929,467 shares of Capital Group Municipal Income ETF worth $80.5M as of Q2 2026.
Commonwealth Equity Services sold 19,035 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $521K.
Capital Group Municipal Income ETF made up 0.1% of Commonwealth Equity Services's portfolio in Q2 2026, its #206 holding.
Commonwealth Equity Services 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.