Main Line Retirement Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Main Line Retirement Advisors’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	$2.87M	Buy	104,517 +4,144	+4%	+$113K	1.32%	13
2026 Q1	$2.73M	Buy	100,373 +27,791	+38%	+$767K	1.36%	14
2025 Q4	$1.99M	Sell	72,582 -9,640	-12%	-$264K	1.01%	14
2025 Q3	$2.24M	Sell	82,222 -536	-0.6%	-$14.4K	1.15%	15
2025 Q2	$2.21M	Buy	82,758 +7,950	+11%	+$211K	1.26%	14
2025 Q1	$2.01M	Buy	74,808 +1,053	+1%	+$28.5K	1.3%	15
2024 Q4	$1.99M	Buy	+73,755	New	+$2.01M	1.31%	16

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

Main Line Retirement Advisors's CGMU Position: Q2 2026 in Review

Main Line Retirement Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 4.1% in Q2 2026, buying an estimated $113K and bringing the position to 104,517 shares worth $2.87M. The position accounts for 1.32% of the portfolio, ranked #13.

Main Line Retirement Advisors first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Main Line Retirement Advisors held 104,517 shares of Capital Group Municipal Income ETF worth $2.87M as of Q2 2026.
Main Line Retirement Advisors bought 4,144 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $113K.
Capital Group Municipal Income ETF made up 1.32% of Main Line Retirement Advisors's portfolio in Q2 2026, its #13 holding.
Main Line Retirement Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.