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J. Derek Lewis & Associates’s Capital Group Municipal Income ETF CGMU Stock Holding History

J. Derek Lewis & Associates’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 		$24.3M Buy
885,576
+65,365
+8% +$1.79M 4.6% 6
2026
Q1 		$22.2M Buy
820,211
+71,354
+10% +$1.97M 5% 4
2025
Q4 		$20.5M Buy
+748,857
New +$20.5M 4.8% 4

Other funds holding CGMU

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

J. Derek Lewis & Associates's CGMU Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group Municipal Income ETF (CGMU) stake by 8% in Q2 2026, buying an estimated $1.79M and bringing the position to 885,576 shares worth $24.3M. The position accounts for 4.6% of the portfolio, ranked #6.

J. Derek Lewis & Associates first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • J. Derek Lewis & Associates held 885,576 shares of Capital Group Municipal Income ETF worth $24.3M as of Q2 2026.
  • J. Derek Lewis & Associates bought 65,365 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.79M.
  • Capital Group Municipal Income ETF made up 4.6% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #6 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.