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 Q3	$3.28M	Buy	126,583 +18,094	+17%	+$488K	0.14%	144
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	$1000K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cornerstone Wealth Management's CGMU Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 17% in Q3 2026, buying an estimated $488K and bringing the position to 126,583 shares worth $3.28M. The position accounts for 0.14% of the portfolio, ranked #144.

Cornerstone Wealth Management first reported a position in CGMU in Q1 2025 and has held it in 7 quarters since. 254 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

Cornerstone Wealth Management held 126,583 shares of Capital Group Municipal Income ETF worth $3.28M as of Q3 2026.
Cornerstone Wealth Management bought 18,094 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $488K.
Capital Group Municipal Income ETF made up 0.14% of Cornerstone Wealth Management's portfolio in Q3 2026, its #144 holding.
Cornerstone Wealth Management first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 7 quarters since.
254 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.