Duncan Williams Asset Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Duncan Williams 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	$820K	Sell	29,866 -8,595	-22%	-$235K	0.18%	70
2026 Q1	$1.04M	Buy	38,461 +1,486	+4%	+$41K	0.29%	52
2025 Q4	$1.02M	Buy	36,975 +10,020	+37%	+$274K	0.25%	57
2025 Q3	$736K	Buy	+26,955	New	+$725K	0.21%	79

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

Duncan Williams Asset Management's CGMU Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 22% in Q2 2026, selling an estimated $235K and leaving 29,866 shares worth $820K. The position accounts for 0.18% of the portfolio, ranked #70.

Duncan Williams Asset Management first reported a position in CGMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Duncan Williams Asset Management held 29,866 shares of Capital Group Municipal Income ETF worth $820K as of Q2 2026.
Duncan Williams Asset Management sold 8,595 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $235K.
Capital Group Municipal Income ETF made up 0.18% of Duncan Williams Asset Management's portfolio in Q2 2026, its #70 holding.
Duncan Williams Asset Management first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
Duncan Williams Asset Management's Capital Group Municipal Income ETF position peaked at $1.04M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.