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

Insigneo 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	$636K	Sell	23,146 -1,800	-7%	-$49.3K	0.02%	420
2026 Q1	$677K	Hold	24,946	–	–	0.05%	296
2025 Q4	$683K	Hold	24,946	–	–	0.05%	291
2025 Q3	$681K	Hold	24,946	–	–	0.05%	285
2025 Q2	$666K	Hold	24,946	–	–	0.06%	264
2025 Q1	$669K	Hold	24,946	–	–	0.07%	231
2024 Q4	$672K	Buy	24,946 +5,482	+28%	+$149K	0.07%	232
2024 Q3	$534K	Hold	19,464	–	–	0.05%	302
2024 Q2	$533K	Buy	+19,464	New	+$522K	0.06%	279

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 22.96% 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

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

Insigneo Advisory Services reduced its Capital Group Municipal Income ETF (CGMU) stake by 7.2% in Q2 2026, selling an estimated $49.3K and leaving 23,146 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #420.

Insigneo Advisory Services first reported a position in CGMU in Q2 2024 and has held it in 9 quarters since. The position peaked at $683K in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Insigneo Advisory Services held 23,146 shares of Capital Group Municipal Income ETF worth $636K as of Q2 2026.
Insigneo Advisory Services sold 1,800 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $49.3K.
Capital Group Municipal Income ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #420 holding.
Insigneo Advisory Services first reported a position in Capital Group Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's Capital Group Municipal Income ETF position peaked at $683K in Q4 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.