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

Mayflower Financial 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 		– Sell
-7,947
Closed -$216K – 501
2026
Q1 		$216K Buy
+7,947
New +$219K 0.03% 424

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LPL Financial
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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

Mayflower Financial Advisors's CGMU Position: Q2 2026 in Review

Mayflower Financial Advisors sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2026, closing a stake of 7,947 shares — an estimated $216K sold.

Mayflower Financial Advisors first reported a position in CGMU in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Mayflower Financial Advisors reported no remaining Capital Group Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Mayflower Financial Advisors sold 7,947 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $216K.
  • Mayflower Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • Mayflower Financial Advisors's Capital Group Municipal Income ETF position peaked at $216K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.