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Harbour Investments’s Capital Group Municipal Income ETF CGMU Stock Holding History

Harbour Investments’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 		$2.61M Sell
94,852
-2,291
-2% -$62.7K 0.04% 458
2026
Q1 		$2.64M Buy
97,143
+22,177
+30% +$612K 0.04% 415
2025
Q4 		$2.05M Buy
74,966
+12,530
+20% +$343K 0.04% 389
2025
Q3 		$1.7M Buy
62,436
+34,550
+124% +$929K 0.04% 391
2025
Q2 		$744K Sell
27,886
-15,391
-36% -$409K 0.02% 629
2025
Q1 		$1.16M Sell
43,277
-2,860
-6% -$77.3K 0.03% 442
2024
Q4 		$1.24M Buy
46,137
+13,625
+42% +$370K 0.04% 417
2024
Q3 		$893K Buy
32,512
+6,827
+27% +$186K 0.03% 483
2024
Q2 		$690K Buy
25,685
+5,509
+27% +$148K 0.02% 516
2024
Q1 		$545K Buy
20,176
+385
+2% +$10.4K 0.02% 560
2023
Q4 		$536K Hold
19,791
– – 0.02% 514
2023
Q3 		$509K Buy
19,791
+10,398
+111% +$273K 0.03% 484
2023
Q2 		$249K Hold
9,393
– – 0.01% 720
2023
Q1 		$251K Buy
9,393
+4,031
+75% +$107K 0.01% 690
2022
Q4 		$140K Buy
+5,362
New +$139K 0.01% 868

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

Harbour Investments's CGMU Position: Q2 2026 in Review

Harbour Investments reduced its Capital Group Municipal Income ETF (CGMU) stake by 2.4% in Q2 2026, selling an estimated $62.7K and leaving 94,852 shares worth $2.61M. The position accounts for 0.04% of the portfolio, ranked #458.

Harbour Investments first reported a position in CGMU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.64M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Harbour Investments held 94,852 shares of Capital Group Municipal Income ETF worth $2.61M as of Q2 2026.
  • Harbour Investments sold 2,291 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $62.7K.
  • Capital Group Municipal Income ETF made up 0.04% of Harbour Investments's portfolio in Q2 2026, its #458 holding.
  • Harbour Investments first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Harbour Investments's Capital Group Municipal Income ETF position peaked at $2.64M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.