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

KWB Wealth’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 		$362K Sell
13,184
-24,350
-65% -$667K 0.03% 129
2026
Q1 		$1.03M Hold
37,534
– – 0.1% 77
2025
Q4 		$1.03M Buy
+37,534
New +$1.03M 0.1% 77

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

KWB Wealth's CGMU Position: Q2 2026 in Review

KWB Wealth reduced its Capital Group Municipal Income ETF (CGMU) stake by 65% in Q2 2026, selling an estimated $667K and leaving 13,184 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #129.

KWB Wealth first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • KWB Wealth held 13,184 shares of Capital Group Municipal Income ETF worth $362K as of Q2 2026.
  • KWB Wealth sold 24,350 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $667K.
  • Capital Group Municipal Income ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #129 holding.
  • KWB Wealth first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • KWB Wealth's Capital Group Municipal Income ETF position peaked at $1.03M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.