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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IMPACTfolio's CGMU Position: Q2 2026 in Review

IMPACTfolio increased its Capital Group Municipal Income ETF (CGMU) stake by 6% in Q2 2026, buying an estimated $345K and bringing the position to 224,209 shares worth $6.16M. The position accounts for 2.32% of the portfolio, ranked #8.

IMPACTfolio first reported a position in CGMU in Q1 2026 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • IMPACTfolio held 224,209 shares of Capital Group Municipal Income ETF worth $6.16M as of Q2 2026.
  • IMPACTfolio bought 12,595 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $345K.
  • Capital Group Municipal Income ETF made up 2.32% of IMPACTfolio's portfolio in Q2 2026, its #8 holding.
  • IMPACTfolio first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on IMPACTfolio's 13F filing for Q2 2026, filed 22 Jul 2026.