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Independent Financial Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Independent Financial Group’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 		$456K Sell
16,584
-3,643
-18% -$99.7K 0.01% 1040
2026
Q1 		$549K Buy
20,227
+6,398
+46% +$176K 0.01% 884
2025
Q4 		$379K Buy
13,829
+5,239
+61% +$143K 0.01% 1038
2025
Q3 		$234K Buy
+8,590
New +$231K 0.01% 1214

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

Independent Financial Group's CGMU Position: Q2 2026 in Review

Independent Financial Group reduced its Capital Group Municipal Income ETF (CGMU) stake by 18% in Q2 2026, selling an estimated $99.7K and leaving 16,584 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #1040.

Independent Financial Group first reported a position in CGMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $549K in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Independent Financial Group held 16,584 shares of Capital Group Municipal Income ETF worth $456K as of Q2 2026.
  • Independent Financial Group sold 3,643 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $99.7K.
  • Capital Group Municipal Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1040 holding.
  • Independent Financial Group first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Capital Group Municipal Income ETF position peaked at $549K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.