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

JNBA Financial 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	$8.9K	Buy	324 +1	+0.3%	+$27	﹤0.01%	527
2026 Q1	$8.77K	Buy	323 +3	+0.9%	+$83	﹤0.01%	510
2025 Q4	$8.77K	Buy	320 +3	+0.9%	+$82	﹤0.01%	504
2025 Q3	$8.66K	Buy	317 +2	+0.6%	+$54	﹤0.01%	493
2025 Q2	$8.4K	Buy	315 +95	+43%	+$2.52K	﹤0.01%	479
2025 Q1	$5.9K	Hold	220	–	–	﹤0.01%	524
2024 Q4	$5.92K	Buy	220 +36	+20%	+$979	﹤0.01%	523
2024 Q3	$5.05K	Buy	+184	New	+$5.02K	﹤0.01%	549

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 22.9% 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

JNBA Financial Advisors's CGMU Position: Q2 2026 in Review

JNBA Financial Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 0.31% in Q2 2026, buying an estimated $27 and bringing the position to 324 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

JNBA Financial Advisors first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

JNBA Financial Advisors held 324 shares of Capital Group Municipal Income ETF worth $8.9K as of Q2 2026.
JNBA Financial Advisors bought 1 Capital Group Municipal Income ETF share in Q2 2026, an estimated $27.
Capital Group Municipal Income ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #527 holding.
JNBA Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.