HBW Advisory Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

HBW Advisory Services’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	$832K	Buy	30,298 +6,552	+28%	+$179K	0.08%	224
2026 Q1	$645K	Buy	23,746 +1,691	+8%	+$46.6K	0.07%	256
2025 Q4	$604K	Buy	22,055 +2,712	+14%	+$74.3K	0.07%	258
2025 Q3	$528K	Buy	19,343 +6,151	+47%	+$165K	0.06%	256
2025 Q2	$352K	Buy	13,192 +4,690	+55%	+$125K	0.04%	285
2025 Q1	$228K	Sell	8,502 -71	-0.8%	-$1.92K	0.03%	344
2024 Q4	$231K	Buy	+8,573	New	+$233K	0.02%	337

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 22.9% 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

HBW Advisory Services's CGMU Position: Q2 2026 in Review

HBW Advisory Services increased its Capital Group Municipal Income ETF (CGMU) stake by 28% in Q2 2026, buying an estimated $179K and bringing the position to 30,298 shares worth $832K. The position accounts for 0.08% of the portfolio, ranked #224.

HBW Advisory Services first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

HBW Advisory Services held 30,298 shares of Capital Group Municipal Income ETF worth $832K as of Q2 2026.
HBW Advisory Services bought 6,552 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $179K.
Capital Group Municipal Income ETF made up 0.08% of HBW Advisory Services's portfolio in Q2 2026, its #224 holding.
HBW Advisory Services first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.