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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
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 $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fi3 Financial Advisors's CGMU Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 2.5% in Q1 2026, buying an estimated $33.5K and bringing the position to 50,187 shares worth $1.36M. The position accounts for 0.39% of the portfolio, ranked #24.

Fi3 Financial Advisors first reported a position in CGMU in Q2 2025 and has held it in 4 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Fi3 Financial Advisors held 50,187 shares of Capital Group Municipal Income ETF worth $1.36M as of Q1 2026.
  • Fi3 Financial Advisors bought 1,216 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $33.5K.
  • Capital Group Municipal Income ETF made up 0.39% of Fi3 Financial Advisors's portfolio in Q1 2026, its #24 holding.
  • Fi3 Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.