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IFP Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

IFP Advisors’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 		$808K Buy
29,432
+1,867
+7% +$51.1K 0.01% 831
2026
Q1 		$748K Buy
27,565
+988
+4% +$27.3K 0.02% 802
2025
Q4 		$728K Buy
26,577
+6,307
+31% +$173K 0.02% 783
2025
Q3 		$553K Buy
20,270
+4,822
+31% +$130K 0.01% 818
2025
Q2 		$412K Buy
15,448
+4,111
+36% +$109K 0.01% 916
2025
Q1 		$304K Buy
11,337
+561
+5% +$15.2K 0.01% 980
2024
Q4 		$290K Buy
10,776
+45
+0.4% +$1.22K 0.01% 957
2024
Q3 		$295K Buy
10,731
+33
+0.3% +$900 0.01% 908
2024
Q2 		$287K Buy
10,698
+2,831
+36% +$75.9K 0.01% 859
2024
Q1 		$212K Buy
7,867
+1,301
+20% +$35.2K 0.01% 972
2023
Q4 		$178K Sell
6,566
-26,986
-80% -$706K 0.01% 1000
2023
Q3 		$862K Buy
33,552
+27,271
+434% +$717K 0.04% 430
2023
Q2 		$166K Buy
6,281
+4,985
+385% +$132K 0.01% 1114
2023
Q1 		$32.6K Buy
1,296
+112
+9% +$2.98K ﹤0.01% 1786
2022
Q4 		$30K Buy
+1,184
New +$30.8K ﹤0.01% 2578

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

IFP Advisors's CGMU Position: Q2 2026 in Review

IFP Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 6.8% in Q2 2026, buying an estimated $51.1K and bringing the position to 29,432 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #831.

IFP Advisors first reported a position in CGMU in Q4 2022 and has held it in 15 quarters since. The position peaked at $862K in Q3 2023. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • IFP Advisors held 29,432 shares of Capital Group Municipal Income ETF worth $808K as of Q2 2026.
  • IFP Advisors bought 1,867 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $51.1K.
  • Capital Group Municipal Income ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #831 holding.
  • IFP Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • IFP Advisors's Capital Group Municipal Income ETF position peaked at $862K in Q3 2023.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.