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

Cornerstone 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
2026 Q2	$2.98M	Buy	108,489 +31,613	+41%	+$865K	0.13%	160
2026 Q1	$2.09M	Buy	76,876 +12,797	+20%	+$353K	0.1%	183
2025 Q4	$1.75M	Buy	64,079 +27,447	+75%	+$752K	0.09%	198
2025 Q3	$1,000K	Buy	36,632 +20,013	+120%	+$538K	0.06%	282
2025 Q2	$444K	Buy	16,619 +971	+6%	+$25.8K	0.03%	414
2025 Q1	$420K	Buy	+15,648	New	+$423K	0.03%	407

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 Wealth Management's CGMU Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 41% in Q2 2026, buying an estimated $865K and bringing the position to 108,489 shares worth $2.98M. The position accounts for 0.13% of the portfolio, ranked #160.

Cornerstone Wealth 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 Wealth Management held 108,489 shares of Capital Group Municipal Income ETF worth $2.98M as of Q2 2026.
Cornerstone Wealth Management bought 31,613 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $865K.
Capital Group Municipal Income ETF made up 0.13% of Cornerstone Wealth Management's portfolio in Q2 2026, its #160 holding.
Cornerstone Wealth 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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.