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Fi3 Financial Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Fi3 Financial 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 		– Sell
-50,187
Closed -$1.36M – 238
2026
Q1 		$1.36M Buy
50,187
+1,216
+2% +$33.5K 0.39% 24
2025
Q4 		$1.34M Hold
48,971
– – 0.41% 27
2025
Q3 		$1.34M Buy
48,971
+36,621
+297% +$985K 0.45% 24
2025
Q2 		$330K Buy
+12,350
New +$328K 0.12% 87

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fi3 Financial Advisors's CGMU Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2026, closing a stake of 50,187 shares — an estimated $1.36M sold.

Fi3 Financial Advisors first reported a position in CGMU in Q2 2025 and held it in 4 quarters. The position peaked at $1.36M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining Capital Group Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 50,187 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.36M.
  • Fi3 Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2025 and held it in 4 quarters.
  • Fi3 Financial Advisors's Capital Group Municipal Income ETF position peaked at $1.36M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.