Jim Simons
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Jim Simons’s Capital Group Municipal Income ETF CGMU Stock Holding History

Jim Simons’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 		$10.4M Buy
378,400
+356,810
+1,653% +$9.77M 0.01% 1039
2026
Q1 		$586K Sell
21,590
-200,759
-90% -$5.54M ﹤0.01% 2534
2025
Q4 		$6.09M Buy
222,349
+49,149
+28% +$1.35M 0.01% 1195
2025
Q3 		$4.73M Buy
173,200
+76,281
+79% +$2.05M 0.01% 1533
2025
Q2 		$2.59M Buy
+96,919
New +$2.57M ﹤0.01% 1952

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
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jim Simons's CGMU Position: Q2 2026 in Review

Jim Simons increased its Capital Group Municipal Income ETF (CGMU) stake by 1,653% in Q2 2026, buying an estimated $9.77M and bringing the position to 378,400 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #1039.

Jim Simons first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Jim Simons held 378,400 shares of Capital Group Municipal Income ETF worth $10.4M as of Q2 2026.
  • Jim Simons bought 356,810 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $9.77M.
  • Capital Group Municipal Income ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1039 holding.
  • Jim Simons first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.