J.W. Cole Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

J.W. Cole 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	$1.43M	Buy	+52,129	New	+$1.43M	0.02%	622
2026 Q1	–	Sell	-46,020	Closed	-$1.26M	–	869
2025 Q4	$1.26M	Buy	46,020 +2,282	+5%	+$62.5K	0.03%	559
2025 Q3	$1.19M	Buy	43,738 +1,309	+3%	+$35.2K	0.02%	652
2025 Q2	$1.13M	Buy	42,429 +7,812	+23%	+$208K	0.02%	624
2025 Q1	$928K	Buy	+34,617	New	+$936K	0.03%	564

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

J.W. Cole Advisors's CGMU Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 52,129 shares worth $1.43M. The stake represents 0.02% of the portfolio and ranks #622 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CGMU as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CGMU in Q1 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

J.W. Cole Advisors held 52,129 shares of Capital Group Municipal Income ETF worth $1.43M as of Q2 2026.
Capital Group Municipal Income ETF was a new J.W. Cole Advisors position in Q2 2026.
Capital Group Municipal Income ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #622 holding.
J.W. Cole Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.