NFG
CGMU icon

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
Q2 		$1.07M Buy
38,941
+3,416
+10% +$93.5K 0.05% 362
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 $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

Nations Financial Group's CGMU Position: Q2 2026 in Review

Nations Financial Group increased its Capital Group Municipal Income ETF (CGMU) stake by 9.6% in Q2 2026, buying an estimated $93.5K and bringing the position to 38,941 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #362.

Nations Financial Group first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Nations Financial Group held 38,941 shares of Capital Group Municipal Income ETF worth $1.07M as of Q2 2026.
  • Nations Financial Group bought 3,416 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $93.5K.
  • Capital Group Municipal Income ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #362 holding.
  • Nations Financial Group first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.