Family Office Research’s Capital Group Municipal Income ETF CGMU Stock Holding History

Family Office Research’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	$588K	Buy	+21,415	New	+$586K	0.22%	45

Other funds holding CGMU

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Family Office Research's CGMU Position: Q2 2026 in Review

Family Office Research opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 21,415 shares worth $588K. The stake represents 0.22% of the portfolio and ranks #45 among its holdings.

225 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Family Office Research held 21,415 shares of Capital Group Municipal Income ETF worth $588K as of Q2 2026.
Capital Group Municipal Income ETF was a new Family Office Research position in Q2 2026.
Capital Group Municipal Income ETF made up 0.22% of Family Office Research's portfolio in Q2 2026, its #45 holding.
225 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.