EQ Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

EQ Wealth Advisors’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	$5.23M	Buy	190,366 +2,430	+1%	+$66.5K	2.87%	11
2026 Q1	$5.1M	Buy	187,936 +6,256	+3%	+$173K	2.98%	11
2025 Q4	$4.97M	Buy	181,680 +56,114	+45%	+$1.54M	2.94%	11
2025 Q3	$3.43M	Buy	125,566 +18,446	+17%	+$496K	2.25%	14
2025 Q2	$2.86M	Sell	107,120 -1,411	-1%	-$37.5K	1.95%	15
2025 Q1	$2.91M	Buy	108,531 +13,769	+15%	+$372K	2.32%	14
2024 Q4	$2.55M	Buy	+94,762	New	+$2.58M	2.45%	15

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

EQ Wealth Advisors's CGMU Position: Q2 2026 in Review

EQ Wealth Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 1.3% in Q2 2026, buying an estimated $66.5K and bringing the position to 190,366 shares worth $5.23M. The position accounts for 2.87% of the portfolio, ranked #11.

EQ Wealth Advisors 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.

EQ Wealth Advisors held 190,366 shares of Capital Group Municipal Income ETF worth $5.23M as of Q2 2026.
EQ Wealth Advisors bought 2,430 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $66.5K.
Capital Group Municipal Income ETF made up 2.87% of EQ Wealth Advisors's portfolio in Q2 2026, its #11 holding.
EQ Wealth Advisors 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 EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.