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

NewEdge 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 		$8.96M Buy
326,066
+101,804
+45% +$2.79M 0.03% 544
2026
Q1 		$6.09M Buy
224,262
+44,220
+25% +$1.22M 0.02% 618
2025
Q4 		$4.93M Buy
180,042
+1,083
+0.6% +$29.7K 0.02% 663
2025
Q3 		$4.88M Buy
178,959
+55,422
+45% +$1.49M 0.02% 638
2025
Q2 		$3.3M Buy
123,537
+63,473
+106% +$1.69M 0.02% 728
2025
Q1 		$1.61M Buy
60,064
+14,262
+31% +$385K 0.01% 955
2024
Q4 		$1.23M Buy
45,802
+35,179
+331% +$956K 0.01% 1061
2024
Q3 		$292K Buy
10,623
+2,553
+32% +$69.6K ﹤0.01% 1820
2024
Q2 		$217K Buy
8,070
+4,950
+159% +$133K ﹤0.01% 1879
2024
Q1 		$84.3K Buy
+3,120
New +$84.3K ﹤0.01% 2122

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

NewEdge Advisors's CGMU Position: Q2 2026 in Review

NewEdge Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 45% in Q2 2026, buying an estimated $2.79M and bringing the position to 326,066 shares worth $8.96M. The position accounts for 0.03% of the portfolio, ranked #544.

NewEdge Advisors 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.

  • NewEdge Advisors held 326,066 shares of Capital Group Municipal Income ETF worth $8.96M as of Q2 2026.
  • NewEdge Advisors bought 101,804 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $2.79M.
  • Capital Group Municipal Income ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #544 holding.
  • NewEdge Advisors 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.