MML Investors Services
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MML Investors Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

MML Investors 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
Q1 		$56M Sell
2,060,914
-316,098
-13% -$8.72M 0.16% 130
2025
Q4 		$65.1M Buy
2,377,012
+265,406
+13% +$7.27M 0.16% 130
2025
Q3 		$57.6M Buy
2,111,606
+286,206
+16% +$7.69M 0.15% 134
2025
Q2 		$48.7M Buy
1,825,400
+279,546
+18% +$7.43M 0.14% 157
2025
Q1 		$41.5M Buy
1,545,854
+102,510
+7% +$2.77M 0.14% 163
2024
Q4 		$38.9M Buy
1,443,344
+239,376
+20% +$6.51M 0.13% 160
2024
Q3 		$33.1M Buy
1,203,968
+635,133
+112% +$17.3M 0.12% 181
2024
Q2 		$15.3M Sell
568,835
-5,273
-0.9% -$141K 0.06% 303
2024
Q1 		$15.5M Buy
574,108
+53,482
+10% +$1.45M 0.06% 302
2023
Q4 		$14.1M Buy
520,626
+439,708
+543% +$11.5M 0.07% 293
2023
Q3 		$2.08M Sell
80,918
-6,623
-8% -$174K 0.01% 886
2023
Q2 		$2.32M Buy
87,541
+34,476
+65% +$916K 0.01% 843
2023
Q1 		$1.42M Buy
53,065
+11,996
+29% +$319K 0.01% 915
2022
Q4 		$1.07M Buy
+41,069
New +$1.07M 0.01% 1103

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services's CGMU Position: Q1 2026 in Review

MML Investors Services reduced its Capital Group Municipal Income ETF (CGMU) stake by 13% in Q1 2026, selling an estimated $8.72M and leaving 2,060,914 shares worth $56M. The position accounts for 0.16% of the portfolio, ranked #130.

MML Investors Services first reported a position in CGMU in Q4 2022 and has held it in 14 quarters since. The position peaked at $65.1M in Q4 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • MML Investors Services held 2,060,914 shares of Capital Group Municipal Income ETF worth $56M as of Q1 2026.
  • MML Investors Services sold 316,098 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $8.72M.
  • Capital Group Municipal Income ETF made up 0.16% of MML Investors Services's portfolio in Q1 2026, its #130 holding.
  • MML Investors Services first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 14 quarters since.
  • MML Investors Services's Capital Group Municipal Income ETF position peaked at $65.1M in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.