Nations Financial Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

Nations Financial Group’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	$965K	Buy	35,525 +8,070	+29%	+$223K	0.05%	375
2025 Q4	$752K	Buy	27,455 +2,000	+8%	+$54.8K	0.04%	426
2025 Q3	$695K	Buy	25,455 +1,855	+8%	+$49.9K	0.04%	417
2025 Q2	$630K	Buy	23,600 +4,000	+20%	+$106K	0.04%	398
2025 Q1	$526K	Buy	19,600 +2,900	+17%	+$78.4K	0.04%	414
2024 Q4	$450K	Buy	16,700 +3,000	+22%	+$81.6K	0.03%	465
2024 Q3	$376K	Buy	13,700 +5,400	+65%	+$147K	0.03%	514
2024 Q2	$223K	Buy	8,300 +250	+3%	+$6.71K	0.02%	590
2024 Q1	$217K	Buy	+8,050	New	+$218K	0.02%	586

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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