Interchange Capital Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

Interchange Capital Partners’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	$2.03M	Buy	73,758 +53,529	+265%	+$1.47M	0.38%	59
2026 Q1	$549K	Sell	20,229 -56,335	-74%	-$1.55M	0.17%	131
2025 Q4	$2.1M	Buy	+76,564	New	+$2.1M	0.39%	56

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 22.9% 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

Interchange Capital Partners's CGMU Position: Q2 2026 in Review

Interchange Capital Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 265% in Q2 2026, buying an estimated $1.47M and bringing the position to 73,758 shares worth $2.03M. The position accounts for 0.38% of the portfolio, ranked #59.

Interchange Capital Partners first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.1M in Q4 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Interchange Capital Partners held 73,758 shares of Capital Group Municipal Income ETF worth $2.03M as of Q2 2026.
Interchange Capital Partners bought 53,529 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.47M.
Capital Group Municipal Income ETF made up 0.38% of Interchange Capital Partners's portfolio in Q2 2026, its #59 holding.
Interchange Capital Partners first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
Interchange Capital Partners's Capital Group Municipal Income ETF position peaked at $2.1M in Q4 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.