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

EverSource 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	$2.09M	Buy	76,257 +41,342	+118%	+$1.13M	0.07%	210
2026 Q1	$948K	Sell	34,915 -2,986	-8%	-$82.4K	0.03%	397
2025 Q4	$1.04M	Buy	37,901 +6,415	+20%	+$176K	0.04%	330
2025 Q3	$859K	Sell	31,486 -134	-0.4%	-$3.6K	0.03%	347
2025 Q2	$844K	Sell	31,620 -18,768	-37%	-$499K	0.04%	319
2025 Q1	$1.35M	Buy	50,388 +22,355	+80%	+$604K	0.07%	203
2024 Q4	$755K	Buy	28,033 +4,508	+19%	+$123K	0.04%	292
2024 Q3	$646K	Buy	23,525 +19,134	+436%	+$522K	0.04%	287
2024 Q2	$119K	Buy	+4,391	New	+$118K	0.01%	727

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

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

EverSource Wealth Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 118% in Q2 2026, buying an estimated $1.13M and bringing the position to 76,257 shares worth $2.09M. The position accounts for 0.07% of the portfolio, ranked #210.

EverSource Wealth Advisors first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

EverSource Wealth Advisors held 76,257 shares of Capital Group Municipal Income ETF worth $2.09M as of Q2 2026.
EverSource Wealth Advisors bought 41,342 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.13M.
Capital Group Municipal Income ETF made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #210 holding.
EverSource Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.