Hanlon Investment Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Hanlon Investment Management’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	$842K	Sell	30,652 -466	-1%	-$12.8K	0.45%	72
2026 Q1	$845K	Sell	31,118 -968	-3%	-$26.7K	0.47%	71
2025 Q4	$879K	Buy	32,086 +954	+3%	+$26.1K	0.49%	73
2025 Q3	$850K	Buy	31,132 +3,901	+14%	+$105K	0.51%	60
2025 Q2	$727K	Buy	27,231 +7,621	+39%	+$202K	0.52%	67
2025 Q1	$526K	Buy	19,610 +577	+3%	+$15.6K	0.4%	81
2024 Q4	$512K	Buy	19,033 +6,070	+47%	+$165K	0.14%	107
2024 Q3	$356K	Buy	+12,963	New	+$353K	0.1%	123

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

Hanlon Investment Management's CGMU Position: Q2 2026 in Review

Hanlon Investment Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 1.5% in Q2 2026, selling an estimated $12.8K and leaving 30,652 shares worth $842K. The position accounts for 0.45% of the portfolio, ranked #72.

Hanlon Investment Management first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $879K in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Hanlon Investment Management held 30,652 shares of Capital Group Municipal Income ETF worth $842K as of Q2 2026.
Hanlon Investment Management sold 466 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $12.8K.
Capital Group Municipal Income ETF made up 0.45% of Hanlon Investment Management's portfolio in Q2 2026, its #72 holding.
Hanlon Investment Management first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Hanlon Investment Management's Capital Group Municipal Income ETF position peaked at $879K in Q4 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.