CoreCap Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

CoreCap Advisors’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	$49.1K	Buy	1,893 +850	+81%	+$22.9K	﹤0.01%	1415
2026 Q2	$28.7K	Buy	1,043 +908	+673%	+$24.9K	﹤0.01%	1651
2026 Q1	$3.66K	Buy	135 +1	+0.7%	+$28	﹤0.01%	2265
2025 Q4	$3.67K	Buy	+134	New	+$3.67K	﹤0.01%	2312
2025 Q2	–	Sell	-507	Closed	-$13.6K	–	2850
2025 Q1	$13.6K	Buy	507 +178	+54%	+$4.81K	﹤0.01%	1692
2024 Q4	$8.86K	Buy	+329	New	+$8.94K	﹤0.01%	1816

Other funds holding CGMU

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

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

CoreCap Advisors's CGMU Position: Q3 2026 in Review

CoreCap Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 81% in Q3 2026, buying an estimated $22.9K and bringing the position to 1,893 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

CoreCap Advisors first reported a position in CGMU in Q4 2024 and has held it in 6 quarters since. 116 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

CoreCap Advisors held 1,893 shares of Capital Group Municipal Income ETF worth $49.1K as of Q3 2026.
CoreCap Advisors bought 850 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $22.9K.
Capital Group Municipal Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1415 holding.
CoreCap Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
116 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.