Envision Financial Planning’s Capital Group Municipal Income ETF CGMU Stock Holding History

Envision Financial Planning’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	$7.25M	Buy	263,987 +21,485	+9%	+$588K	2.36%	16
2026 Q1	$6.58M	Buy	242,502 +14,571	+6%	+$402K	2.38%	16
2025 Q4	$6.24M	Buy	227,931 +12,374	+6%	+$339K	2.36%	16
2025 Q3	$5.88M	Buy	215,557 +96,611	+81%	+$2.6M	2.49%	13
2025 Q2	$3.17M	Buy	118,946 +78,862	+197%	+$2.1M	1.48%	15
2025 Q1	$1.08M	Buy	40,084 +1,728	+5%	+$46.7K	0.55%	25
2024 Q4	$1.03M	Buy	+38,356	New	+$1.04M	0.53%	25

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

Envision Financial Planning's CGMU Position: Q2 2026 in Review

Envision Financial Planning increased its Capital Group Municipal Income ETF (CGMU) stake by 8.9% in Q2 2026, buying an estimated $588K and bringing the position to 263,987 shares worth $7.25M. The position accounts for 2.36% of the portfolio, ranked #16.

Envision Financial Planning first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Envision Financial Planning held 263,987 shares of Capital Group Municipal Income ETF worth $7.25M as of Q2 2026.
Envision Financial Planning bought 21,485 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $588K.
Capital Group Municipal Income ETF made up 2.36% of Envision Financial Planning's portfolio in Q2 2026, its #16 holding.
Envision Financial Planning first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.