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

Inspire 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 		$2.91M Buy
106,021
+7,813
+8% +$214K 0.2% 79
2026
Q1 		$2.67M Buy
98,208
+6,490
+7% +$179K 0.22% 80
2025
Q4 		$2.51M Buy
91,718
+11,651
+15% +$319K 0.23% 80
2025
Q3 		$2.19M Buy
80,067
+4,700
+6% +$126K 0.21% 84
2025
Q2 		$2.01M Sell
75,367
-2,916
-4% -$77.5K 0.21% 84
2025
Q1 		$2.1M Sell
78,283
-576
-0.7% -$15.6K 0.24% 72
2024
Q4 		$2.12M Buy
78,859
+3,470
+5% +$94.3K 0.26% 50
2024
Q3 		$2.07M Buy
75,389
+5,901
+8% +$161K 0.25% 49
2024
Q2 		$1.87M Buy
69,488
+107
+0.2% +$2.87K 0.25% 42
2024
Q1 		$1.87M Buy
69,381
+3,124
+5% +$84.4K 0.26% 34
2023
Q4 		$1.79M Sell
66,257
-3,927
-6% -$103K 0.27% 26
2023
Q3 		$1.8M Buy
70,184
+5,529
+9% +$145K 0.32% 31
2023
Q2 		$1.71M Buy
64,655
+10,632
+20% +$283K 0.33% 22
2023
Q1 		$1.44M Buy
+54,023
New +$1.44M 0.33% 15

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

Inspire Advisors's CGMU Position: Q2 2026 in Review

Inspire Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 8% in Q2 2026, buying an estimated $214K and bringing the position to 106,021 shares worth $2.91M. The position accounts for 0.2% of the portfolio, ranked #79.

Inspire Advisors first reported a position in CGMU in Q1 2023 and has held it in 14 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Inspire Advisors held 106,021 shares of Capital Group Municipal Income ETF worth $2.91M as of Q2 2026.
  • Inspire Advisors bought 7,813 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $214K.
  • Capital Group Municipal Income ETF made up 0.2% of Inspire Advisors's portfolio in Q2 2026, its #79 holding.
  • Inspire Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.