Janney Montgomery Scott
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Janney Montgomery Scott’s Capital Group Municipal Income ETF CGMU Stock Holding History

Janney Montgomery Scott’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
Q1 		$21.7M Buy
799,082
+110,718
+16% +$3.05M 0.05% 334
2025
Q4 		$18.8M Buy
688,364
+34,441
+5% +$943K 0.04% 387
2025
Q3 		$17.8M Buy
653,923
+92,522
+16% +$2.49M 0.04% 400
2025
Q2 		$15M Buy
561,401
+60,202
+12% +$1.6M 0.04% 411
2025
Q1 		$13.4M Buy
501,199
+37,022
+8% +$1M 0.04% 436
2024
Q4 		$12.5M Buy
464,177
+39,584
+9% +$1.08M 0.03% 470
2024
Q3 		$11.7M Buy
424,593
+405,813
+2,161% +$11.1M 0.03% 487
2024
Q2 		$504K Sell
18,780
-1,777
-9% -$47.7K ﹤0.01% 1881
2024
Q1 		$555K Buy
20,557
+3,633
+21% +$98.2K ﹤0.01% 1920
2023
Q4 		$458K Buy
+16,924
New +$443K ﹤0.01% 1973

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return