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 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 $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Private Wealth Services's CGMU Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Capital Group Municipal Income ETF (CGMU) stake by 4.6% in Q1 2026, buying an estimated $544K and bringing the position to 450,132 shares worth $12.2M. The position accounts for 0.15% of the portfolio, ranked #149.

Kestra Private Wealth Services first reported a position in CGMU in Q1 2024 and has held it in 9 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Kestra Private Wealth Services held 450,132 shares of Capital Group Municipal Income ETF worth $12.2M as of Q1 2026.
Kestra Private Wealth Services bought 19,709 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $544K.
Capital Group Municipal Income ETF made up 0.15% of Kestra Private Wealth Services's portfolio in Q1 2026, its #149 holding.
Kestra Private Wealth Services first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.