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MassMutual Private Wealth & Trust’s Capital Group Municipal Income ETF CGMU Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-466
Closed -$12.7K – 2415
2026
Q1 		$12.7K Buy
+466
New +$12.9K ﹤0.01% 1274

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

MassMutual Private Wealth & Trust's CGMU Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2026, closing a stake of 466 shares — an estimated $12.7K sold.

MassMutual Private Wealth & Trust first reported a position in CGMU in Q1 2026 and held it in 1 quarter. The position peaked at $12.7K in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Capital Group Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 466 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $12.7K.
  • MassMutual Private Wealth & Trust first reported a position in Capital Group Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Capital Group Municipal Income ETF position peaked at $12.7K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.