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

LongView 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	$3.74M	Sell	136,308 -2,356	-2%	-$64.5K	0.96%	25
2026 Q1	$3.8M	Buy	138,664 +38,134	+38%	+$1.05M	0.96%	27
2025 Q4	$2.77M	Buy	100,530 +38,803	+63%	+$1.06M	0.67%	41
2025 Q3	$1.68M	Buy	61,727 +18,465	+43%	+$496K	0.46%	52
2025 Q2	$1.15M	Buy	43,262 +1,330	+3%	+$35.3K	0.35%	65
2025 Q1	$1.12M	Sell	41,932 -3,559	-8%	-$96.2K	0.34%	64
2024 Q4	$1.22M	Buy	45,491 +5,603	+14%	+$152K	0.37%	61
2024 Q3	$1.1M	Buy	39,888 +29	+0.1%	+$791	0.35%	62
2024 Q2	$1.07M	Buy	39,859 +12,259	+44%	+$329K	0.4%	57
2024 Q1	$745K	Buy	27,600 +3,700	+15%	+$100K	0.3%	73
2023 Q4	$647K	Buy	+23,900	New	+$625K	0.29%	75

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

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

LongView Wealth Management reduced its Capital Group Municipal Income ETF (CGMU) stake by 1.7% in Q2 2026, selling an estimated $64.5K and leaving 136,308 shares worth $3.74M. The position accounts for 0.96% of the portfolio, ranked #25.

LongView Wealth Management first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

LongView Wealth Management held 136,308 shares of Capital Group Municipal Income ETF worth $3.74M as of Q2 2026.
LongView Wealth Management sold 2,356 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $64.5K.
Capital Group Municipal Income ETF made up 0.96% of LongView Wealth Management's portfolio in Q2 2026, its #25 holding.
LongView Wealth Management first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Capital Group Municipal Income ETF position peaked at $3.8M in Q1 2026.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.