Focus Partners Wealth
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Focus Partners Wealth’s Capital Group Municipal Income ETF CGMU Stock Holding History

Focus Partners Wealth’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 		$403K Hold
14,852
– – ﹤0.01% 2034
2025
Q4 		$407K Buy
+14,852
New +$407K ﹤0.01% 2040

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 $71.6B AUM 21.08% 1-Year Est. Return

Focus Partners Wealth's CGMU Position: Q1 2026 in Review

Focus Partners Wealth held its Capital Group Municipal Income ETF (CGMU) position steady in Q1 2026 at 14,852 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Focus Partners Wealth first reported a position in CGMU in Q4 2025 and has held it in 2 quarters since. The position peaked at $407K in Q4 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Focus Partners Wealth held 14,852 shares of Capital Group Municipal Income ETF worth $403K as of Q1 2026.
  • Focus Partners Wealth left its Capital Group Municipal Income ETF share count unchanged in Q1 2026.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2034 holding.
  • Focus Partners Wealth first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Capital Group Municipal Income ETF position peaked at $407K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.