Evergreen Wealth Solutions’s Capital Group Municipal Income ETF CGMU Stock Holding History

Evergreen Wealth 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	$5.3M	Buy	194,705 +127,244	+189%	+$3.48M	0.28%	63
2026 Q1	$1.83M	Buy	67,461 +43,177	+178%	+$1.19M	0.13%	118
2025 Q4	$665K	Buy	24,284 +8,504	+54%	+$233K	0.09%	106
2025 Q3	$431K	Buy	15,780 +1,150	+8%	+$30.9K	0.24%	71
2025 Q2	$390K	Buy	14,630 +2,950	+25%	+$78.4K	0.24%	77
2025 Q1	$313K	Buy	+11,680	New	+$316K	0.21%	82

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

Evergreen Wealth Solutions's CGMU Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Capital Group Municipal Income ETF (CGMU) stake by 189% in Q2 2026, buying an estimated $3.48M and bringing the position to 194,705 shares worth $5.3M. The position accounts for 0.28% of the portfolio, ranked #63.

Evergreen Wealth Solutions first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Evergreen Wealth Solutions held 194,705 shares of Capital Group Municipal Income ETF worth $5.3M as of Q2 2026.
Evergreen Wealth Solutions bought 127,244 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $3.48M.
Capital Group Municipal Income ETF made up 0.28% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #63 holding.
Evergreen Wealth Solutions first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.