Key Financial Inc’s Capital Group Municipal Income ETF CGMU Stock Holding History

Key Financial Inc’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	$2.36K	Buy	+86	New	+$2.35K	﹤0.01%	1131

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

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

Key Financial Inc's CGMU Position: Q2 2026 in Review

Key Financial Inc opened a new position in Capital Group Municipal Income ETF (CGMU) in Q2 2026: 86 shares worth $2.36K. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings.

348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Key Financial Inc held 86 shares of Capital Group Municipal Income ETF worth $2.36K as of Q2 2026.
Capital Group Municipal Income ETF was a new Key Financial Inc position in Q2 2026.
Capital Group Municipal Income ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1131 holding.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.