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

Maia Wealth’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 Q3	$495K	Buy	19,087 +2,377	+14%	+$64.1K	0.07%	217
2026 Q2	$459K	Sell	16,710 -10,760	-39%	-$295K	0.07%	230
2026 Q1	$746K	Buy	27,470 +2,695	+11%	+$74.3K	0.13%	171
2025 Q4	$689K	Buy	24,775 +743	+3%	+$20.3K	0.12%	180
2025 Q3	$658K	Buy	24,032 +9,383	+64%	+$252K	0.11%	181
2025 Q2	$391K	Buy	14,649 +4,607	+46%	+$122K	0.07%	225
2025 Q1	$264K	Sell	10,042 -5,235	-34%	-$141K	0.06%	250
2024 Q4	$414K	Buy	+15,277	New	+$415K	0.09%	187

Other funds holding CGMU

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Maia Wealth's CGMU Position: Q3 2026 in Review

Maia Wealth increased its Capital Group Municipal Income ETF (CGMU) stake by 14% in Q3 2026, buying an estimated $64.1K and bringing the position to 19,087 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #217.

Maia Wealth first reported a position in CGMU in Q4 2024 and has held it in 8 quarters since. The position peaked at $746K in Q1 2026. 344 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

Maia Wealth held 19,087 shares of Capital Group Municipal Income ETF worth $495K as of Q3 2026.
Maia Wealth bought 2,377 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $64.1K.
Capital Group Municipal Income ETF made up 0.07% of Maia Wealth's portfolio in Q3 2026, its #217 holding.
Maia Wealth first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 8 quarters since.
Maia Wealth's Capital Group Municipal Income ETF position peaked at $746K in Q1 2026.
344 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.