Landmark Wealth Management (New York)’s Capital Group Municipal Income ETF CGMU Stock Holding History

Landmark Wealth Management (New York)’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	$4.29M	Buy	156,284 +7,957	+5%	+$218K	1.03%	23
2026 Q1	$4.03M	Buy	148,327 +33,594	+29%	+$927K	1.08%	23
2025 Q4	$3.14M	Buy	114,733 +1,220	+1%	+$33.4K	1.2%	23
2025 Q3	$3.1M	Buy	113,513 +14,768	+15%	+$397K	1.23%	23
2025 Q2	$2.63M	Sell	98,745 -15,197	-13%	-$404K	1.12%	23
2025 Q1	$3.06M	Buy	113,942 +12,020	+12%	+$325K	1.35%	22
2024 Q4	$2.74M	Buy	101,922 +9,797	+11%	+$266K	1.22%	26
2024 Q3	$2.53M	Buy	92,125 +6,397	+7%	+$174K	1.1%	27
2024 Q2	$2.3M	Buy	85,728 +5,575	+7%	+$150K	1.79%	17
2024 Q1	$2.17M	Buy	80,153 +11,361	+17%	+$307K	1%	27
2023 Q4	$1.86M	Buy	+68,792	New	+$1.8M	0.92%	30

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

Landmark Wealth Management (New York)'s CGMU Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Capital Group Municipal Income ETF (CGMU) stake by 5.4% in Q2 2026, buying an estimated $218K and bringing the position to 156,284 shares worth $4.29M. The position accounts for 1.03% of the portfolio, ranked #23.

Landmark Wealth Management (New York) first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Landmark Wealth Management (New York) held 156,284 shares of Capital Group Municipal Income ETF worth $4.29M as of Q2 2026.
Landmark Wealth Management (New York) bought 7,957 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $218K.
Capital Group Municipal Income ETF made up 1.03% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #23 holding.
Landmark Wealth Management (New York) first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.