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 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 $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

Landmark Wealth Management (New York)'s CGMU Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Capital Group Municipal Income ETF (CGMU) stake by 29% in Q1 2026, buying an estimated $927K and bringing the position to 148,327 shares worth $4.03M. The position accounts for 1.08% of the portfolio, ranked #23.

Landmark Wealth Management (New York) first reported a position in CGMU in Q4 2023 and has held it in 10 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Landmark Wealth Management (New York) held 148,327 shares of Capital Group Municipal Income ETF worth $4.03M as of Q1 2026.
Landmark Wealth Management (New York) bought 33,594 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $927K.
Capital Group Municipal Income ETF made up 1.08% of Landmark Wealth Management (New York)'s portfolio in Q1 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 10 quarters since.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.