Cornerstone Advisors Asset Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Cornerstone Advisors Asset 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
2026 Q2	$6.14M	Buy	223,595 +43,156	+24%	+$1.18M	0.8%	26
2026 Q1	$4.9M	Buy	180,439 +23,002	+15%	+$634K	0.76%	29
2025 Q4	$4.31M	Buy	157,437 +9,161	+6%	+$251K	0.7%	29
2025 Q3	$4.05M	Buy	148,276 +9,291	+7%	+$250K	0.71%	29
2025 Q2	$3.71M	Buy	138,985 +21,299	+18%	+$566K	0.71%	28
2025 Q1	$3.16M	Buy	+117,686	New	+$3.18M	0.65%	33

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

Cornerstone Advisors Asset Management's CGMU Position: Q2 2026 in Review

Cornerstone Advisors Asset Management increased its Capital Group Municipal Income ETF (CGMU) stake by 24% in Q2 2026, buying an estimated $1.18M and bringing the position to 223,595 shares worth $6.14M. The position accounts for 0.8% of the portfolio, ranked #26.

Cornerstone Advisors Asset Management first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Cornerstone Advisors Asset Management held 223,595 shares of Capital Group Municipal Income ETF worth $6.14M as of Q2 2026.
Cornerstone Advisors Asset Management bought 43,156 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.18M.
Capital Group Municipal Income ETF made up 0.8% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #26 holding.
Cornerstone Advisors Asset Management first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.