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
Q2 		$26M Buy
946,844
+147,762
+18% +$4.04M 0.05% 364
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 $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

Janney Montgomery Scott's CGMU Position: Q2 2026 in Review

Janney Montgomery Scott increased its Capital Group Municipal Income ETF (CGMU) stake by 18% in Q2 2026, buying an estimated $4.04M and bringing the position to 946,844 shares worth $26M. The position accounts for 0.05% of the portfolio, ranked #364.

Janney Montgomery Scott first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Janney Montgomery Scott held 946,844 shares of Capital Group Municipal Income ETF worth $26M as of Q2 2026.
  • Janney Montgomery Scott bought 147,762 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $4.04M.
  • Capital Group Municipal Income ETF made up 0.05% of Janney Montgomery Scott's portfolio in Q2 2026, its #364 holding.
  • Janney Montgomery Scott first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.