MLA
CGMU icon

MB, Levis & Associates’s Capital Group Municipal Income ETF CGMU Stock Holding History

MB, Levis & Associates’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 		$11.6M Buy
422,343
+26,053
+7% +$713K 4.28% 12
2026
Q1 		$10.8M Buy
396,290
+36,841
+10% +$1.02M 4.49% 11
2025
Q4 		$9.84M Buy
359,449
+81,412
+29% +$2.23M 4.14% 12
2025
Q3 		$7.59M Buy
+278,037
New +$7.47M 3.28% 12

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

MB, Levis & Associates's CGMU Position: Q2 2026 in Review

MB, Levis & Associates increased its Capital Group Municipal Income ETF (CGMU) stake by 6.6% in Q2 2026, buying an estimated $713K and bringing the position to 422,343 shares worth $11.6M. The position accounts for 4.28% of the portfolio, ranked #12.

MB, Levis & Associates first reported a position in CGMU in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • MB, Levis & Associates held 422,343 shares of Capital Group Municipal Income ETF worth $11.6M as of Q2 2026.
  • MB, Levis & Associates bought 26,053 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $713K.
  • Capital Group Municipal Income ETF made up 4.28% of MB, Levis & Associates's portfolio in Q2 2026, its #12 holding.
  • MB, Levis & Associates first reported a position in Capital Group Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.