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MOTCO’s Capital Group Municipal Income ETF CGMU Stock Holding History

MOTCO’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
Q3 		$55.1K Sell
2,126
-1,036
-33% -$27.9K ﹤0.01% 338
2026
Q2 		$86.9K Hold
3,162
– – 0.01% 277
2026
Q1 		$85.8K Buy
+3,162
New +$87.2K 0.01% 289

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

MOTCO's CGMU Position: Q3 2026 in Review

MOTCO reduced its Capital Group Municipal Income ETF (CGMU) stake by 33% in Q3 2026, selling an estimated $27.9K and leaving 2,126 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

MOTCO first reported a position in CGMU in Q1 2026 and has held it in 3 quarters since. The position peaked at $86.9K in Q2 2026. 303 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • MOTCO held 2,126 shares of Capital Group Municipal Income ETF worth $55.1K as of Q3 2026.
  • MOTCO sold 1,036 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $27.9K.
  • Capital Group Municipal Income ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #338 holding.
  • MOTCO first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • MOTCO's Capital Group Municipal Income ETF position peaked at $86.9K in Q2 2026.
  • 303 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.