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 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 $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Milestone Investment Advisors's CGMU Position: Q1 2026 in Review

Milestone Investment Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 129% in Q1 2026, buying an estimated $701K and bringing the position to 45,075 shares worth $1.22M. The position accounts for 0.3% of the portfolio, ranked #50.

Milestone Investment Advisors first reported a position in CGMU in Q4 2023 and has held it in 10 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

Milestone Investment Advisors held 45,075 shares of Capital Group Municipal Income ETF worth $1.22M as of Q1 2026.
Milestone Investment Advisors bought 25,399 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $701K.
Capital Group Municipal Income ETF made up 0.3% of Milestone Investment Advisors's portfolio in Q1 2026, its #50 holding.
Milestone Investment Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.