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

MSH Capital 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
Q2 		$452K Buy
16,450
+4,620
+39% +$126K 0.08% 220
2026
Q1 		$321K Sell
11,830
-350
-3% -$9.65K 0.07% 218
2025
Q4 		$333K Sell
12,180
-215
-2% -$5.89K 0.07% 218
2025
Q3 		$338K Buy
12,395
+3,068
+33% +$82.5K 0.09% 193
2025
Q2 		$249K Buy
+9,327
New +$248K 0.07% 213

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MSH Capital Advisors's CGMU Position: Q2 2026 in Review

MSH Capital Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 39% in Q2 2026, buying an estimated $126K and bringing the position to 16,450 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #220.

MSH Capital Advisors first reported a position in CGMU in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • MSH Capital Advisors held 16,450 shares of Capital Group Municipal Income ETF worth $452K as of Q2 2026.
  • MSH Capital Advisors bought 4,620 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $126K.
  • Capital Group Municipal Income ETF made up 0.08% of MSH Capital Advisors's portfolio in Q2 2026, its #220 holding.
  • MSH Capital Advisors first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.