GIA
CGMU icon

Gladstone Institutional Advisory’s Capital Group Municipal Income ETF CGMU Stock Holding History

Gladstone Institutional Advisory’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 		$276K Buy
+10,047
New +$275K 0.01% 765

Other funds holding CGMU

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

Gladstone Institutional Advisory's CGMU Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 10,047 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings.

141 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Gladstone Institutional Advisory held 10,047 shares of Capital Group Municipal Income ETF worth $276K as of Q2 2026.
  • Capital Group Municipal Income ETF was a new Gladstone Institutional Advisory position in Q2 2026.
  • Capital Group Municipal Income ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #765 holding.
  • 141 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.