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New England Capital Financial Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

New England Capital Financial 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 		$8M Buy
291,291
+8,526
+3% +$233K 1.91% 11
2026
Q1 		$7.68M Buy
282,765
+127,249
+82% +$3.51M 2.1% 10
2025
Q4 		$4.26M Buy
155,516
+14,373
+10% +$394K 1.66% 14
2025
Q3 		$3.85M Buy
141,143
+6,240
+5% +$168K 1.64% 12
2025
Q2 		$3.6M Buy
134,903
+11,870
+10% +$315K 1.65% 12
2025
Q1 		$3.3M Sell
123,033
-15,355
-11% -$415K 1.68% 13
2024
Q4 		$3.73M Buy
138,388
+8,378
+6% +$228K 1.82% 13
2024
Q3 		$3.57M Buy
130,010
+11,824
+10% +$322K 1.85% 12
2024
Q2 		$3.17M Buy
118,186
+7,390
+7% +$198K 1.77% 13
2024
Q1 		$2.99M Buy
110,796
+375
+0.3% +$10.1K 1.69% 13
2023
Q4 		$2.99M Sell
110,421
-55
-0% -$1.44K 1.8% 12
2023
Q3 		$2.84M Buy
110,476
+3,623
+3% +$95.3K 1.96% 11
2023
Q2 		$2.83M Buy
106,853
+10,999
+11% +$292K 1.87% 12
2023
Q1 		$2.56M Buy
95,854
+5,697
+6% +$152K 1.81% 12
2022
Q4 		$2.42M Buy
+90,157
New +$2.34M 1.71% 12

Other funds holding CGMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New England Capital Financial Advisors's CGMU Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 3% in Q2 2026, buying an estimated $233K and bringing the position to 291,291 shares worth $8M. The position accounts for 1.91% of the portfolio, ranked #11.

New England Capital Financial Advisors first reported a position in CGMU in Q4 2022 and has held it in 15 quarters since. 192 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • New England Capital Financial Advisors held 291,291 shares of Capital Group Municipal Income ETF worth $8M as of Q2 2026.
  • New England Capital Financial Advisors bought 8,526 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $233K.
  • Capital Group Municipal Income ETF made up 1.91% of New England Capital Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • New England Capital Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 192 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.