January Capital Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

January Capital 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 Q1	$764K	Buy	+28,143	New	+$776K	1.03%	23

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

January Capital Advisors's CGMU Position: Q1 2026 in Review

January Capital Advisors opened a new position in Capital Group Municipal Income ETF (CGMU) in Q1 2026: 28,143 shares worth $764K. The stake represents 1.03% of the portfolio and ranks #23 among its holdings.

331 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

January Capital Advisors held 28,143 shares of Capital Group Municipal Income ETF worth $764K as of Q1 2026.
Capital Group Municipal Income ETF was a new January Capital Advisors position in Q1 2026.
Capital Group Municipal Income ETF made up 1.03% of January Capital Advisors's portfolio in Q1 2026, its #23 holding.
331 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.