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

Modern 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	$5.41M	Buy	196,849 +101,974	+107%	+$2.79M	0.06%	252
2026 Q1	$2.58M	Sell	94,875 -35,580	-27%	-$981K	0.04%	281
2025 Q4	$3.57M	Sell	130,455 -608	-0.5%	-$16.6K	0.07%	227
2025 Q3	$3.58M	Buy	131,063 +45,969	+54%	+$1.24M	0.07%	216
2025 Q2	$2.27M	Buy	85,094 +58,864	+224%	+$1.56M	0.06%	254
2025 Q1	$703K	Buy	26,230 +16,836	+179%	+$455K	0.02%	360
2024 Q4	$253K	Buy	+9,394	New	+$255K	0.01%	497

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

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

Modern Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 107% in Q2 2026, buying an estimated $2.79M and bringing the position to 196,849 shares worth $5.41M. The position accounts for 0.06% of the portfolio, ranked #252.

Modern Wealth Management first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Modern Wealth Management held 196,849 shares of Capital Group Municipal Income ETF worth $5.41M as of Q2 2026.
Modern Wealth Management bought 101,974 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $2.79M.
Capital Group Municipal Income ETF made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #252 holding.
Modern Wealth Management first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.