Kestra Private Wealth Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Kestra Private Wealth Services’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	$12.5M	Buy	456,014 +5,882	+1%	+$161K	0.14%	161
2026 Q1	$12.2M	Buy	450,132 +19,709	+5%	+$544K	0.15%	149
2025 Q4	$11.8M	Buy	430,423 +37,406	+10%	+$1.02M	0.15%	152
2025 Q3	$10.7M	Buy	393,017 +34,867	+10%	+$937K	0.14%	169
2025 Q2	$9.56M	Buy	358,150 +331,467	+1,242%	+$8.81M	0.14%	179
2025 Q1	$716K	Buy	26,683 +6,527	+32%	+$176K	0.01%	808
2024 Q4	$543K	Buy	20,156 +5,059	+34%	+$138K	0.01%	888
2024 Q3	$415K	Buy	15,097 +4,444	+42%	+$121K	0.01%	955
2024 Q2	$286K	Buy	10,653 +2,472	+30%	+$66.3K	0.01%	1069
2024 Q1	$221K	Buy	+8,181	New	+$221K	0.01%	1134

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

Kestra Private Wealth Services's CGMU Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Capital Group Municipal Income ETF (CGMU) stake by 1.3% in Q2 2026, buying an estimated $161K and bringing the position to 456,014 shares worth $12.5M. The position accounts for 0.14% of the portfolio, ranked #161.

Kestra Private Wealth Services first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Kestra Private Wealth Services held 456,014 shares of Capital Group Municipal Income ETF worth $12.5M as of Q2 2026.
Kestra Private Wealth Services bought 5,882 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $161K.
Capital Group Municipal Income ETF made up 0.14% of Kestra Private Wealth Services's portfolio in Q2 2026, its #161 holding.
Kestra Private Wealth Services first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.