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Michael Brady & Co’s Capital Group Municipal Income ETF CGMU Stock Holding History

Michael Brady & Co’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 		$10.5M Buy
382,401
+86,855
+29% +$2.38M 9.27% 4
2026
Q1 		$8.02M Buy
295,546
+22,789
+8% +$629K 8.06% 5
2025
Q4 		$7.47M Buy
+272,757
New +$7.47M 7.45% 6

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

Michael Brady & Co's CGMU Position: Q2 2026 in Review

Michael Brady & Co increased its Capital Group Municipal Income ETF (CGMU) stake by 29% in Q2 2026, buying an estimated $2.38M and bringing the position to 382,401 shares worth $10.5M. The position accounts for 9.27% of the portfolio, ranked #4.

Michael Brady & Co first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Michael Brady & Co held 382,401 shares of Capital Group Municipal Income ETF worth $10.5M as of Q2 2026.
  • Michael Brady & Co bought 86,855 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $2.38M.
  • Capital Group Municipal Income ETF made up 9.27% of Michael Brady & Co's portfolio in Q2 2026, its #4 holding.
  • Michael Brady & Co first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.