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 Q2	$28.7K	Buy	1,043 +908	+673%	+$24.9K	﹤0.01%	1651
2026 Q1	$3.67K	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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

CoreCap Advisors's CGMU Position: Q2 2026 in Review

CoreCap Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 673% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,043 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

CoreCap Advisors first reported a position in CGMU in Q4 2024 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

CoreCap Advisors held 1,043 shares of Capital Group Municipal Income ETF worth $28.7K as of Q2 2026.
CoreCap Advisors bought 908 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $24.9K.
Capital Group Municipal Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1651 holding.
CoreCap Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.