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

Mutual 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 Q3	$5.05M	Buy	194,749 +4,971	+3%	+$134K	0.09%	217
2026 Q2	$5.21M	Buy	189,778 +1,716	+0.9%	+$47K	0.1%	208
2026 Q1	$5.11M	Buy	188,062 +14,215	+8%	+$392K	0.11%	185
2025 Q4	$4.76M	Buy	173,847 +10,039	+6%	+$275K	0.1%	193
2025 Q3	$4.5M	Buy	163,808 +25,530	+18%	+$686K	0.1%	203
2025 Q2	$3.69M	Buy	138,278 +1,472	+1%	+$39.1K	0.09%	212
2025 Q1	$3.63M	Buy	136,806 +6,452	+5%	+$174K	0.1%	189
2024 Q4	$3.5M	Buy	130,354 +2,026	+2%	+$55.1K	0.1%	185
2024 Q3	$3.48M	Buy	128,328 +5,005	+4%	+$136K	0.1%	181
2024 Q2	$3.35M	Buy	123,323 +41,988	+52%	+$1.13M	0.1%	188
2024 Q1	$2.2M	Buy	81,335 +32,844	+68%	+$888K	0.07%	253
2023 Q4	$1.31M	Buy	48,491 +23,524	+94%	+$616K	0.05%	381
2023 Q3	$642K	Buy	24,967 +5,883	+31%	+$155K	0.03%	542
2023 Q2	$505K	Buy	19,084 +2,144	+13%	+$57K	0.02%	633
2023 Q1	$452K	Buy	+16,940	New	+$451K	0.02%	658

Other funds holding CGMU

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mutual Advisors's CGMU Position: Q3 2026 in Review

Mutual Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 2.6% in Q3 2026, buying an estimated $134K and bringing the position to 194,749 shares worth $5.05M. The position accounts for 0.09% of the portfolio, ranked #217.

Mutual Advisors first reported a position in CGMU in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.21M in Q2 2026. 344 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

Mutual Advisors held 194,749 shares of Capital Group Municipal Income ETF worth $5.05M as of Q3 2026.
Mutual Advisors bought 4,971 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $134K.
Capital Group Municipal Income ETF made up 0.09% of Mutual Advisors's portfolio in Q3 2026, its #217 holding.
Mutual Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2023 and has held it in 15 quarters since.
Mutual Advisors's Capital Group Municipal Income ETF position peaked at $5.21M in Q2 2026.
344 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.