Gateway Investment Advisers
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Gateway Investment Advisers’s Capital Group Municipal Income ETF CGMU Stock Holding History

Gateway Investment Advisers’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 		$474K Hold
18,264
– – ﹤0.01% 678
2026
Q2 		$502K Hold
18,264
– – 0.01% 587
2026
Q1 		$496K Buy
+18,264
New +$504K 0.01% 492

Other funds holding CGMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gateway Investment Advisers's CGMU Position: Q3 2026 in Review

Gateway Investment Advisers held its Capital Group Municipal Income ETF (CGMU) position steady in Q3 2026 at 18,264 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Gateway Investment Advisers first reported a position in CGMU in Q1 2026 and has held it in 3 quarters since. The position peaked at $502K in Q2 2026. 61 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Gateway Investment Advisers held 18,264 shares of Capital Group Municipal Income ETF worth $474K as of Q3 2026.
  • Gateway Investment Advisers left its Capital Group Municipal Income ETF share count unchanged in Q3 2026.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q3 2026, its #678 holding.
  • Gateway Investment Advisers first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Gateway Investment Advisers's Capital Group Municipal Income ETF position peaked at $502K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.