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

Northwest 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	$2.84M	Buy	103,447 +25,303	+32%	+$693K	0.38%	20
2026 Q1	$2.12M	Buy	78,144 +25,298	+48%	+$698K	4.09%	7
2025 Q4	$1.45M	Buy	52,846 +12,509	+31%	+$343K	2.98%	10
2025 Q3	$1.1M	Buy	40,337 +6,115	+18%	+$164K	1.41%	21
2025 Q2	$913K	Buy	34,222 +20,667	+152%	+$549K	1.27%	22
2025 Q1	$364K	Buy	13,555 +720	+6%	+$19.5K	0.3%	72
2024 Q4	$346K	Buy	12,835 +910	+8%	+$24.7K	0.29%	77
2024 Q3	$327K	Hold	11,925	–	–	0.26%	75
2024 Q2	$320K	Hold	11,925	–	–	0.33%	69
2024 Q1	$322K	Hold	11,925	–	–	0.35%	70
2023 Q4	$323K	Buy	+11,925	New	+$312K	0.27%	61

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwest Financial Advisors's CGMU Position: Q2 2026 in Review

Northwest Financial Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 32% in Q2 2026, buying an estimated $693K and bringing the position to 103,447 shares worth $2.84M. The position accounts for 0.38% of the portfolio, ranked #20.

Northwest Financial Advisors first reported a position in CGMU in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Northwest Financial Advisors held 103,447 shares of Capital Group Municipal Income ETF worth $2.84M as of Q2 2026.
Northwest Financial Advisors bought 25,303 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $693K.
Capital Group Municipal Income ETF made up 0.38% of Northwest Financial Advisors's portfolio in Q2 2026, its #20 holding.
Northwest Financial Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

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