Cullen/Frost Bankers’s Capital Group Municipal Income ETF CGMU Stock Holding History

Cullen/Frost Bankers’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	$5.32M	Buy	193,766 +29,310	+18%	+$802K	0.05%	219
2026 Q1	$4.46M	Buy	164,456 +55,711	+51%	+$1.54M	0.05%	221
2025 Q4	$2.98M	Buy	108,745 +4,327	+4%	+$118K	0.03%	250
2025 Q3	$2.85M	Buy	104,418 +48,492	+87%	+$1.3M	0.03%	239
2025 Q2	$1.49M	Buy	55,926 +22,036	+65%	+$585K	0.02%	280
2025 Q1	$909K	Buy	33,890 +29,211	+624%	+$790K	0.01%	321
2024 Q4	$126K	Buy	4,679 +3,306	+241%	+$89.9K	﹤0.01%	570
2024 Q3	$37.7K	Buy	+1,373	New	+$37.4K	﹤0.01%	755

Other funds holding CGMU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VWM

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

Cullen/Frost Bankers's CGMU Position: Q2 2026 in Review

Cullen/Frost Bankers increased its Capital Group Municipal Income ETF (CGMU) stake by 18% in Q2 2026, buying an estimated $802K and bringing the position to 193,766 shares worth $5.32M. The position accounts for 0.05% of the portfolio, ranked #219.

Cullen/Frost Bankers first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Cullen/Frost Bankers held 193,766 shares of Capital Group Municipal Income ETF worth $5.32M as of Q2 2026.
Cullen/Frost Bankers bought 29,310 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $802K.
Capital Group Municipal Income ETF made up 0.05% of Cullen/Frost Bankers's portfolio in Q2 2026, its #219 holding.
Cullen/Frost Bankers first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
174 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.