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

Congress Wealth 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
2025
Q2 		$459K Sell
17,193
-3,902
-18% -$104K ﹤0.01% 953
2025
Q1 		$566K Buy
+21,095
New +$570K 0.01% 776

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Congress Wealth Management's CGMU Position: Q2 2025 in Review

Congress Wealth Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 18% in Q2 2025, selling an estimated $104K and leaving 17,193 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Congress Wealth Management first reported a position in CGMU in Q1 2025 and has held it in 2 quarters since. The position peaked at $566K in Q1 2025. 225 funds tracked by Wall St. Rank hold CGMU as of Q2 2025.

  • Congress Wealth Management held 17,193 shares of Capital Group Municipal Income ETF worth $459K as of Q2 2025.
  • Congress Wealth Management sold 3,902 Capital Group Municipal Income ETF shares in Q2 2025, an estimated $104K.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #953 holding.
  • Congress Wealth Management first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Capital Group Municipal Income ETF position peaked at $566K in Q1 2025.
  • 225 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.