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

LPL Financial’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	$318M	Buy	11,590,616 +1,433,775	+14%	+$39.2M	0.07%	278
2026 Q1	$276M	Buy	10,156,841 +3,400,219	+50%	+$93.8M	0.07%	266
2025 Q4	$185M	Buy	6,756,622 +1,479,528	+28%	+$40.5M	0.05%	345
2025 Q3	$144M	Buy	5,277,094 +1,603,786	+44%	+$43.1M	0.04%	406
2025 Q2	$98M	Buy	3,673,308 +688,485	+23%	+$18.3M	0.03%	485
2025 Q1	$80.1M	Buy	2,984,823 +517,925	+21%	+$14M	0.03%	501
2024 Q4	$66.4M	Buy	2,466,898 +613,618	+33%	+$16.7M	0.03%	533
2024 Q3	$50.9M	Buy	1,853,280 +659,892	+55%	+$18M	0.02%	605
2024 Q2	$32M	Buy	1,193,388 +289,638	+32%	+$7.77M	0.02%	750
2024 Q1	$24.4M	Buy	903,750 +280,874	+45%	+$7.59M	0.01%	855
2023 Q4	$16.9M	Buy	622,876 +419,974	+207%	+$11M	0.01%	960
2023 Q3	$5.21M	Buy	202,902 +108,953	+116%	+$2.87M	﹤0.01%	1574
2023 Q2	$2.49M	Buy	+93,949	New	+$2.5M	﹤0.01%	2060

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's CGMU Position: Q2 2026 in Review

LPL Financial increased its Capital Group Municipal Income ETF (CGMU) stake by 14% in Q2 2026, buying an estimated $39.2M and bringing the position to 11,590,616 shares worth $318M. The position accounts for 0.07% of the portfolio, ranked #278.

LPL Financial first reported a position in CGMU in Q2 2023 and has held it in 13 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

LPL Financial held 11,590,616 shares of Capital Group Municipal Income ETF worth $318M as of Q2 2026.
LPL Financial bought 1,433,775 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $39.2M.
Capital Group Municipal Income ETF made up 0.07% of LPL Financial's portfolio in Q2 2026, its #278 holding.
LPL Financial first reported a position in Capital Group Municipal Income ETF in Q2 2023 and has held it in 13 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.