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

Larson Financial Group’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	$25.2M	Buy	917,990 +157,609	+21%	+$4.31M	0.66%	35
2026 Q1	$20.6M	Buy	760,381 +110,700	+17%	+$3.05M	0.66%	33
2025 Q4	$17.8M	Buy	649,681 +91,749	+16%	+$2.51M	0.59%	36
2025 Q3	$15.2M	Buy	557,932 +180,329	+48%	+$4.85M	0.53%	41
2025 Q2	$10.1M	Buy	377,603 +357,297	+1,760%	+$9.49M	0.4%	57
2025 Q1	$545K	Buy	+20,306	New	+$549K	0.03%	386

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

Larson Financial Group's CGMU Position: Q2 2026 in Review

Larson Financial Group increased its Capital Group Municipal Income ETF (CGMU) stake by 21% in Q2 2026, buying an estimated $4.31M and bringing the position to 917,990 shares worth $25.2M. The position accounts for 0.66% of the portfolio, ranked #35.

Larson Financial Group first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Larson Financial Group held 917,990 shares of Capital Group Municipal Income ETF worth $25.2M as of Q2 2026.
Larson Financial Group bought 157,609 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $4.31M.
Capital Group Municipal Income ETF made up 0.66% of Larson Financial Group's portfolio in Q2 2026, its #35 holding.
Larson Financial Group first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.