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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
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 $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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
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

NewEdge Advisors's CGMU Position: Q1 2026 in Review

NewEdge Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 25% in Q1 2026, buying an estimated $1.22M and bringing the position to 224,262 shares worth $6.09M. The position accounts for 0.02% of the portfolio, ranked #618.

NewEdge Advisors first reported a position in CGMU in Q1 2024 and has held it in 9 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • NewEdge Advisors held 224,262 shares of Capital Group Municipal Income ETF worth $6.09M as of Q1 2026.
  • NewEdge Advisors bought 44,220 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $1.22M.
  • Capital Group Municipal Income ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #618 holding.
  • NewEdge Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.