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

Gateway Wealth Partners’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	$3.49M	Sell	126,887 -23,849	-16%	-$653K	0.21%	125
2026 Q1	$4.09M	Buy	150,736 +111,637	+286%	+$3.08M	0.16%	152
2025 Q4	$1.07M	Buy	39,099 +14,143	+57%	+$387K	0.12%	175
2025 Q3	$681K	Buy	24,956 +436	+2%	+$11.7K	0.09%	207
2025 Q2	$654K	Buy	24,520 +10,187	+71%	+$271K	0.12%	170
2025 Q1	$384K	Buy	14,333 +2,834	+25%	+$76.6K	0.09%	215
2024 Q4	$310K	Buy	11,499 +2,738	+31%	+$74.4K	0.08%	227
2024 Q3	$241K	Buy	+8,761	New	+$239K	0.07%	246

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gateway Wealth Partners's CGMU Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Municipal Income ETF (CGMU) stake by 16% in Q2 2026, selling an estimated $653K and leaving 126,887 shares worth $3.49M. The position accounts for 0.21% of the portfolio, ranked #125.

Gateway Wealth Partners first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.09M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Gateway Wealth Partners held 126,887 shares of Capital Group Municipal Income ETF worth $3.49M as of Q2 2026.
Gateway Wealth Partners sold 23,849 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $653K.
Capital Group Municipal Income ETF made up 0.21% of Gateway Wealth Partners's portfolio in Q2 2026, its #125 holding.
Gateway Wealth Partners first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's Capital Group Municipal Income ETF position peaked at $4.09M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.