MWM
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Mission Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Mission 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 		$556K Buy
20,223
+3,501
+21% +$95.8K 0.01% 651
2026
Q1 		$454K Buy
16,722
+1,215
+8% +$33.5K 0.01% 518
2025
Q4 		$425K Buy
+15,507
New +$425K 0.01% 529

Other funds holding CGMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mission Wealth Management's CGMU Position: Q2 2026 in Review

Mission Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 21% in Q2 2026, buying an estimated $95.8K and bringing the position to 20,223 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #651.

Mission Wealth Management first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Mission Wealth Management held 20,223 shares of Capital Group Municipal Income ETF worth $556K as of Q2 2026.
  • Mission Wealth Management bought 3,501 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $95.8K.
  • Capital Group Municipal Income ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #651 holding.
  • Mission Wealth Management first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.