IMPACTfolio
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IMPACTfolio’s Capital Group Municipal Income ETF CGMU Stock Holding History

IMPACTfolio’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
Q3 		$6.15M Buy
237,072
+12,863
+6% +$347K 2.24% 9
2026
Q2 		$6.16M Buy
224,209
+12,595
+6% +$345K 2.32% 8
2026
Q1 		$5.75M Buy
+211,614
New +$5.84M 2.44% 8

Other funds holding CGMU

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

IMPACTfolio's CGMU Position: Q3 2026 in Review

IMPACTfolio increased its Capital Group Municipal Income ETF (CGMU) stake by 5.7% in Q3 2026, buying an estimated $347K and bringing the position to 237,072 shares worth $6.15M. The position accounts for 2.24% of the portfolio, ranked #9.

IMPACTfolio first reported a position in CGMU in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.16M in Q2 2026. 162 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • IMPACTfolio held 237,072 shares of Capital Group Municipal Income ETF worth $6.15M as of Q3 2026.
  • IMPACTfolio bought 12,863 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $347K.
  • Capital Group Municipal Income ETF made up 2.24% of IMPACTfolio's portfolio in Q3 2026, its #9 holding.
  • IMPACTfolio first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • IMPACTfolio's Capital Group Municipal Income ETF position peaked at $6.16M in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.