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

Financial Perspectives’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 Q3	$193K	Hold	7,442	–	–	0.04%	181
2026 Q2	$204K	Hold	7,442	–	–	0.05%	169
2026 Q1	$202K	Buy	7,442 +453	+6%	+$12.5K	0.06%	158
2025 Q4	$191K	Buy	6,989 +1,368	+24%	+$37.5K	0.05%	162
2025 Q3	$153K	Buy	5,621 +613	+12%	+$16.5K	0.04%	189
2025 Q2	$134K	Buy	5,008 +3,761	+302%	+$100K	0.04%	192
2025 Q1	$33.4K	Buy	+1,247	New	+$33.7K	0.01%	341

Other funds holding CGMU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Financial Perspectives's CGMU Position: Q3 2026 in Review

Financial Perspectives held its Capital Group Municipal Income ETF (CGMU) position steady in Q3 2026 at 7,442 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #181.

Financial Perspectives first reported a position in CGMU in Q1 2025 and has held it in 7 quarters since. The position peaked at $204K in Q2 2026. 254 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

Financial Perspectives held 7,442 shares of Capital Group Municipal Income ETF worth $193K as of Q3 2026.
Financial Perspectives left its Capital Group Municipal Income ETF share count unchanged in Q3 2026.
Capital Group Municipal Income ETF made up 0.04% of Financial Perspectives's portfolio in Q3 2026, its #181 holding.
Financial Perspectives first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 7 quarters since.
Financial Perspectives's Capital Group Municipal Income ETF position peaked at $204K in Q2 2026.
254 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.