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Kingsview Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Kingsview Wealth Management’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 		$442K Sell
16,105
-1,597
-9% -$43.7K 0.01% 1032
2026
Q1 		$481K Buy
17,702
+6,074
+52% +$168K 0.01% 915
2025
Q4 		$318K Buy
11,628
+3,219
+38% +$88.1K ﹤0.01% 1002
2025
Q3 		$229K Sell
8,409
-190
-2% -$5.11K ﹤0.01% 1078
2025
Q2 		$230K Buy
+8,599
New +$228K ﹤0.01% 1054

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingsview Wealth Management's CGMU Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 9% in Q2 2026, selling an estimated $43.7K and leaving 16,105 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #1032.

Kingsview Wealth Management first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. The position peaked at $481K in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Kingsview Wealth Management held 16,105 shares of Capital Group Municipal Income ETF worth $442K as of Q2 2026.
  • Kingsview Wealth Management sold 1,597 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $43.7K.
  • Capital Group Municipal Income ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1032 holding.
  • Kingsview Wealth Management first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Kingsview Wealth Management's Capital Group Municipal Income ETF position peaked at $481K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.