Envestnet Portfolio Solutions
CGMU icon

Envestnet Portfolio Solutions’s Capital Group Municipal Income ETF CGMU Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$7.59M Sell
279,584
-20,457
-7% -$564K 0.04% 226
2025
Q4 		$8.22M Buy
300,041
+29,286
+11% +$802K 0.03% 283
2025
Q3 		$7.39M Sell
270,755
-39,632
-13% -$1.07M 0.03% 278
2025
Q2 		$8.28M Sell
310,387
-74,201
-19% -$1.97M 0.03% 260
2025
Q1 		$10.3M Sell
384,588
-73,683
-16% -$1.99M 0.04% 225
2024
Q4 		$12.3M Buy
458,271
+37,757
+9% +$1.03M 0.04% 214
2024
Q3 		$11.5M Buy
+420,514
New +$11.5M 0.04% 224

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return