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McNamara Financial Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

McNamara Financial Services’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 		$8.4M Buy
305,929
+46,418
+18% +$1.27M 1.45% 12
2026
Q1 		$7.05M Buy
259,511
+2,342
+0.9% +$64.6K 1.33% 15
2025
Q4 		$7.04M Buy
+257,169
New +$7.04M 1.34% 14

Other funds holding CGMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McNamara Financial Services's CGMU Position: Q2 2026 in Review

McNamara Financial Services increased its Capital Group Municipal Income ETF (CGMU) stake by 18% in Q2 2026, buying an estimated $1.27M and bringing the position to 305,929 shares worth $8.4M. The position accounts for 1.45% of the portfolio, ranked #12.

McNamara Financial Services first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • McNamara Financial Services held 305,929 shares of Capital Group Municipal Income ETF worth $8.4M as of Q2 2026.
  • McNamara Financial Services bought 46,418 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.27M.
  • Capital Group Municipal Income ETF made up 1.45% of McNamara Financial Services's portfolio in Q2 2026, its #12 holding.
  • McNamara Financial Services first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.