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NBC Securities’s Capital Group Municipal Income ETF CGMU Stock Holding History

NBC Securities’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 		$746K Buy
27,142
+4,298
+19% +$118K 0.05% 388
2026
Q1 		$620K Buy
22,844
+10,506
+85% +$290K 0.05% 415
2025
Q4 		$338K Sell
12,338
-224
-2% -$6.13K 0.03% 642
2025
Q3 		$343K Buy
12,562
+4,284
+52% +$115K 0.03% 633
2025
Q2 		$220K Buy
8,278
+5,113
+162% +$136K 0.02% 795
2025
Q1 		$84K Buy
3,165
+3,162
+105,400% +$85.5K 0.01% 1019
2024
Q4 		$85 Buy
+3
New +$82 0.01% 955

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

NBC Securities's CGMU Position: Q2 2026 in Review

NBC Securities increased its Capital Group Municipal Income ETF (CGMU) stake by 19% in Q2 2026, buying an estimated $118K and bringing the position to 27,142 shares worth $746K. The position accounts for 0.05% of the portfolio, ranked #388.

NBC Securities first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • NBC Securities held 27,142 shares of Capital Group Municipal Income ETF worth $746K as of Q2 2026.
  • NBC Securities bought 4,298 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $118K.
  • Capital Group Municipal Income ETF made up 0.05% of NBC Securities's portfolio in Q2 2026, its #388 holding.
  • NBC Securities first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.