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

Florida 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 		$329K Sell
11,993
-1,387
-10% -$38K 0.06% 257
2026
Q1 		$363K Buy
13,380
+740
+6% +$20.4K 0.09% 214
2025
Q4 		$346K Buy
12,640
+485
+4% +$13.3K 0.09% 192
2025
Q3 		$332K Buy
+12,155
New +$327K 0.1% 187

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

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

Florida Financial Advisors reduced its Capital Group Municipal Income ETF (CGMU) stake by 10% in Q2 2026, selling an estimated $38K and leaving 11,993 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #257.

Florida Financial Advisors first reported a position in CGMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $363K in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Florida Financial Advisors held 11,993 shares of Capital Group Municipal Income ETF worth $329K as of Q2 2026.
  • Florida Financial Advisors sold 1,387 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $38K.
  • Capital Group Municipal Income ETF made up 0.06% of Florida Financial Advisors's portfolio in Q2 2026, its #257 holding.
  • Florida Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Florida Financial Advisors's Capital Group Municipal Income ETF position peaked at $363K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.