Gutierrez Wealth Advisory’s Capital Group Municipal Income ETF CGMU Stock Holding History

Gutierrez Wealth 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	$7.46M	Sell	271,595 -41,448	-13%	-$1.13M	4.31%	10
2026 Q1	$8.5M	Buy	313,043 +29,886	+11%	+$824K	5.28%	8
2025 Q4	$7.75M	Buy	283,157 +19,265	+7%	+$527K	4.87%	9
2025 Q3	$7.2M	Buy	263,892 +20,198	+8%	+$543K	4.61%	9
2025 Q2	$6.5M	Sell	243,694 -92,724	-28%	-$2.46M	4.36%	10
2025 Q1	$9.02M	Buy	336,418 +38,419	+13%	+$1.04M	7.32%	5
2024 Q4	$8.02M	Buy	+297,999	New	+$8.1M	6.62%	7

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 22.96% 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

Gutierrez Wealth Advisory's CGMU Position: Q2 2026 in Review

Gutierrez Wealth Advisory reduced its Capital Group Municipal Income ETF (CGMU) stake by 13% in Q2 2026, selling an estimated $1.13M and leaving 271,595 shares worth $7.46M. The position accounts for 4.31% of the portfolio, ranked #10.

Gutierrez Wealth Advisory first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.02M in Q1 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Gutierrez Wealth Advisory held 271,595 shares of Capital Group Municipal Income ETF worth $7.46M as of Q2 2026.
Gutierrez Wealth Advisory sold 41,448 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.13M.
Capital Group Municipal Income ETF made up 4.31% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #10 holding.
Gutierrez Wealth Advisory first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Gutierrez Wealth Advisory's Capital Group Municipal Income ETF position peaked at $9.02M in Q1 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.