McGlone Suttner Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

McGlone Suttner Wealth Management’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	$2.23M	Buy	81,004 +2,147	+3%	+$58.8K	0.26%	43
2026 Q1	$2.14M	Buy	78,857 +3,801	+5%	+$105K	0.28%	42
2025 Q4	$2.06M	Buy	75,056 +5,832	+8%	+$160K	0.28%	38
2025 Q3	$1.89M	Buy	69,224 +2,628	+4%	+$70.7K	0.26%	43
2025 Q2	$1.78M	Buy	66,596 +4,526	+7%	+$120K	0.27%	39
2025 Q1	$1.66M	Sell	62,070 -991	-2%	-$26.8K	0.27%	38
2024 Q4	$1.7M	Buy	63,061 +2,645	+4%	+$71.9K	0.28%	41
2024 Q3	$1.66M	Buy	60,416 +51,766	+598%	+$1.41M	0.35%	34
2024 Q2	$234K	Sell	8,650 -49,775	-85%	-$1.34M	0.05%	140
2024 Q1	$1.58M	Buy	58,425 +49,775	+575%	+$1.35M	0.3%	39
2023 Q4	$234K	Buy	+8,650	New	+$226K	0.05%	140
2023 Q3	–	Sell	-8,500	Closed	-$225K	–	144
2023 Q2	$225K	Buy	+8,500	New	+$226K	0.05%	137

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

McGlone Suttner Wealth Management's CGMU Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 2.7% in Q2 2026, buying an estimated $58.8K and bringing the position to 81,004 shares worth $2.23M. The position accounts for 0.26% of the portfolio, ranked #43.

McGlone Suttner Wealth Management first reported a position in CGMU in Q2 2023 and has held it in 12 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

McGlone Suttner Wealth Management held 81,004 shares of Capital Group Municipal Income ETF worth $2.23M as of Q2 2026.
McGlone Suttner Wealth Management bought 2,147 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $58.8K.
Capital Group Municipal Income ETF made up 0.26% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #43 holding.
McGlone Suttner Wealth Management first reported a position in Capital Group Municipal Income ETF in Q2 2023 and has held it in 12 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.