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 Q2	$9.17M	Buy	333,857 +54,273	+19%	+$1.49M	0.04%	226
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 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

Envestnet Portfolio Solutions's CGMU Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Municipal Income ETF (CGMU) stake by 19% in Q2 2026, buying an estimated $1.49M and bringing the position to 333,857 shares worth $9.17M. The position accounts for 0.04% of the portfolio, ranked #226.

Envestnet Portfolio Solutions first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.3M in Q4 2024. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Envestnet Portfolio Solutions held 333,857 shares of Capital Group Municipal Income ETF worth $9.17M as of Q2 2026.
Envestnet Portfolio Solutions bought 54,273 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.49M.
Capital Group Municipal Income ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #226 holding.
Envestnet Portfolio Solutions first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's Capital Group Municipal Income ETF position peaked at $12.3M in Q4 2024.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.