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

Moneta Group 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 		– Sell
-7,967
Closed -$218K – 817
2025
Q4 		$218K Sell
7,967
-1,034
-11% -$28.3K ﹤0.01% 752
2025
Q3 		$246K Buy
+9,001
New +$242K ﹤0.01% 685

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

Moneta Group Investment Advisors's CGMU Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Capital Group Municipal Income ETF (CGMU) in Q1 2026, closing a stake of 7,967 shares — an estimated $218K sold.

Moneta Group Investment Advisors first reported a position in CGMU in Q3 2025 and held it in 2 quarters. The position peaked at $246K in Q3 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Capital Group Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 7,967 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $218K.
  • Moneta Group Investment Advisors first reported a position in Capital Group Municipal Income ETF in Q3 2025 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Capital Group Municipal Income ETF position peaked at $246K in Q3 2025.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.