D.J. St. Germain’s Capital Group Municipal Income ETF CGMU Stock Holding History

D.J. St. Germain’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	$2.24M	Hold	81,472	–	–	0.08%	134
2026 Q1	$2.21M	Buy	81,472 +33,283	+69%	+$918K	0.09%	130
2025 Q4	$1.32M	Buy	48,189 +19,012	+65%	+$521K	0.05%	154
2025 Q3	$796K	Buy	29,177 +17,000	+140%	+$457K	0.03%	184
2025 Q2	$325K	Hold	12,177	–	–	0.01%	251
2025 Q1	$327K	Hold	12,177	–	–	0.02%	240
2024 Q4	$328K	Hold	12,177	–	–	0.01%	251
2024 Q3	$334K	Buy	12,177 +5,977	+96%	+$163K	0.02%	232
2024 Q2	$166K	Hold	6,200	–	–	0.01%	279
2024 Q1	$167K	Hold	6,200	–	–	0.01%	278
2023 Q4	$168K	Hold	6,200	–	–	0.01%	275
2023 Q3	$159K	Hold	6,200	–	–	0.01%	261
2023 Q2	$164K	Buy	+6,200	New	+$165K	0.01%	261
2022 Q4	$162K	Buy	+6,200	New	+$161K	0.05%	96

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

D.J. St. Germain's CGMU Position: Q2 2026 in Review

D.J. St. Germain held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 81,472 shares worth $2.24M. The position accounts for 0.08% of the portfolio, ranked #134.

D.J. St. Germain first reported a position in CGMU in Q4 2022 and has held it in 14 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

D.J. St. Germain held 81,472 shares of Capital Group Municipal Income ETF worth $2.24M as of Q2 2026.
D.J. St. Germain left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Municipal Income ETF made up 0.08% of D.J. St. Germain's portfolio in Q2 2026, its #134 holding.
D.J. St. Germain first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 14 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.