GRP
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Global Retirement Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Global Retirement 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 		$3.79M Buy
+137,957
New +$3.78M 0.06% 307
2025
Q4 		$2.79M Buy
102,011
+7,816
+8% +$214K 0.05% 347
2025
Q3 		$2.57M Buy
94,195
+24,875
+36% +$669K 0.06% 303
2025
Q2 		$1.85M Buy
+69,320
New +$1.84M 0.05% 357
2024
Q4 		$317K Buy
11,785
+3,868
+49% +$105K 0.01% 775
2024
Q3 		$217K Buy
7,917
+3,787
+92% +$103K 0.01% 884
2024
Q2 		$111K Buy
4,130
+350
+9% +$9.39K ﹤0.01% 1135
2024
Q1 		$102K Buy
3,780
+3,300
+688% +$89.2K ﹤0.01% 1074
2023
Q4 		$13K Buy
+480
New +$12.6K ﹤0.01% 1952

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

Global Retirement Partners's CGMU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 137,957 shares worth $3.79M. The stake represents 0.06% of the portfolio and ranks #307 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGMU as recently as Q4 2025.

Global Retirement Partners first reported a position in CGMU in Q4 2023 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Global Retirement Partners held 137,957 shares of Capital Group Municipal Income ETF worth $3.79M as of Q2 2026.
  • Capital Group Municipal Income ETF was a new Global Retirement Partners position in Q2 2026.
  • Capital Group Municipal Income ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #307 holding.
  • Global Retirement Partners first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 9 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.