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Essential Investment Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Essential Investment Partners’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 		$482K Buy
17,534
+3,800
+28% +$104K 0.39% 58
2026
Q1 		$373K Buy
13,734
+1,000
+8% +$27.6K 0.35% 69
2025
Q4 		$349K Buy
+12,734
New +$349K 0.33% 68

Other funds holding CGMU

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Essential Investment Partners's CGMU Position: Q2 2026 in Review

Essential Investment Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 28% in Q2 2026, buying an estimated $104K and bringing the position to 17,534 shares worth $482K. The position accounts for 0.39% of the portfolio, ranked #58.

Essential Investment Partners first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Essential Investment Partners held 17,534 shares of Capital Group Municipal Income ETF worth $482K as of Q2 2026.
  • Essential Investment Partners bought 3,800 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $104K.
  • Capital Group Municipal Income ETF made up 0.39% of Essential Investment Partners's portfolio in Q2 2026, its #58 holding.
  • Essential Investment Partners first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.