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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
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Maia Wealth's CGMU Position: Q2 2026 in Review

Maia Wealth reduced its Capital Group Municipal Income ETF (CGMU) stake by 39% in Q2 2026, selling an estimated $295K and leaving 16,710 shares worth $459K. The position accounts for 0.07% of the portfolio, ranked #230.

Maia Wealth first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $746K in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Maia Wealth held 16,710 shares of Capital Group Municipal Income ETF worth $459K as of Q2 2026.
  • Maia Wealth sold 10,760 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $295K.
  • Capital Group Municipal Income ETF made up 0.07% of Maia Wealth's portfolio in Q2 2026, its #230 holding.
  • Maia Wealth first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Maia Wealth's Capital Group Municipal Income ETF position peaked at $746K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.