Milestone Investment Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Milestone Investment 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	$1.24M	Hold	45,075	–	–	0.27%	49
2026 Q1	$1.22M	Buy	45,075 +25,399	+129%	+$701K	0.3%	50
2025 Q4	$539K	Buy	19,676 +1,828	+10%	+$50.1K	0.13%	61
2025 Q3	$487K	Sell	17,848 -11,000	-38%	-$296K	0.12%	63
2025 Q2	$770K	Buy	28,848 +25,223	+696%	+$670K	0.2%	55
2025 Q1	$97.2K	Hold	3,625	–	–	0.03%	92
2024 Q4	$97.6K	Hold	3,625	–	–	0.03%	92
2024 Q3	$99.5K	Sell	3,625 -240	-6%	-$6.54K	0.03%	92
2024 Q2	$104K	Sell	3,865 -4,603	-54%	-$123K	0.03%	90
2024 Q1	$229K	Buy	8,468 +3,727	+79%	+$101K	0.06%	70
2023 Q4	$128K	Buy	+4,741	New	+$124K	0.04%	81

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

Milestone Investment Advisors's CGMU Position: Q2 2026 in Review

Milestone Investment Advisors held its Capital Group Municipal Income ETF (CGMU) position steady in Q2 2026 at 45,075 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #49.

Milestone Investment Advisors first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Milestone Investment Advisors held 45,075 shares of Capital Group Municipal Income ETF worth $1.24M as of Q2 2026.
Milestone Investment Advisors left its Capital Group Municipal Income ETF share count unchanged in Q2 2026.
Capital Group Municipal Income ETF made up 0.27% of Milestone Investment Advisors's portfolio in Q2 2026, its #49 holding.
Milestone Investment Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.