Envestnet Asset Management
CGMU icon

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

Envestnet 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 		$376M Buy
13,701,352
+859,323
+7% +$23.5M 0.09% 197
2026
Q1 		$349M Buy
12,842,029
+1,771,136
+16% +$48.9M 0.09% 196
2025
Q4 		$303M Buy
11,070,893
+1,072,591
+11% +$29.4M 0.09% 205
2025
Q3 		$273M Buy
9,998,302
+1,573,897
+19% +$42.3M 0.08% 241
2025
Q2 		$225M Buy
8,424,405
+1,017,473
+14% +$27M 0.07% 282
2025
Q1 		$199M Buy
7,406,932
+586,717
+9% +$15.9M 0.06% 289
2024
Q4 		$184M Buy
6,820,215
+707,264
+12% +$19.2M 0.06% 305
2024
Q3 		$168M Buy
6,112,951
+5,405,007
+763% +$147M 0.05% 327
2024
Q2 		$19M Buy
707,944
+18,757
+3% +$503K 0.01% 1155
2024
Q1 		$18.6M Buy
689,187
+58,912
+9% +$1.59M 0.01% 1155
2023
Q4 		$17.1M Buy
630,275
+285,673
+83% +$7.48M 0.01% 1126
2023
Q3 		$8.86M Sell
344,602
-16,659
-5% -$438K ﹤0.01% 1452
2023
Q2 		$9.56M Buy
361,261
+18,384
+5% +$489K ﹤0.01% 1328
2023
Q1 		$9.15M Buy
342,877
+53,638
+19% +$1.43M ﹤0.01% 1285
2022
Q4 		$7.57M Buy
+289,239
New +$7.52M ﹤0.01% 1353

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management's CGMU Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group Municipal Income ETF (CGMU) stake by 6.7% in Q2 2026, buying an estimated $23.5M and bringing the position to 13,701,352 shares worth $376M. The position accounts for 0.09% of the portfolio, ranked #197.

Envestnet Asset Management first reported a position in CGMU in Q4 2022 and has held it in 15 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Envestnet Asset Management held 13,701,352 shares of Capital Group Municipal Income ETF worth $376M as of Q2 2026.
  • Envestnet Asset Management bought 859,323 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $23.5M.
  • Capital Group Municipal Income ETF made up 0.09% of Envestnet Asset Management's portfolio in Q2 2026, its #197 holding.
  • Envestnet Asset Management first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.