Northern Trust
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Northern Trust’s Capital Group Municipal Income ETF CGMU Stock Holding History

Northern Trust’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 		– Sell
-12,700
Closed -$348K – 4426
2025
Q4 		$348K Sell
12,700
-1,750
-12% -$47.9K ﹤0.01% 3783
2025
Q3 		$394K Buy
+14,450
New +$388K ﹤0.01% 3733

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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northern Trust's CGMU Position: Q1 2026 in Review

Northern Trust sold out of Capital Group Municipal Income ETF (CGMU) in Q1 2026, closing a stake of 12,700 shares — an estimated $348K sold.

Northern Trust first reported a position in CGMU in Q3 2025 and held it in 2 quarters. The position peaked at $394K in Q3 2025. 332 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Northern Trust reported no remaining Capital Group Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Northern Trust sold 12,700 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $348K.
  • Northern Trust first reported a position in Capital Group Municipal Income ETF in Q3 2025 and held it in 2 quarters.
  • Northern Trust's Capital Group Municipal Income ETF position peaked at $394K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.