Northwestern Mutual Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Northwestern Mutual Wealth Management’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	$272M	Buy	9,893,297 +1,129,790	+13%	+$30.9M	0.15%	87
2026 Q1	$238M	Buy	8,763,507 +1,167,135	+15%	+$32.2M	0.15%	78
2025 Q4	$208M	Buy	7,596,372 +998,606	+15%	+$27.3M	0.13%	83
2025 Q3	$180M	Buy	6,597,766 +1,620,219	+33%	+$43.6M	0.12%	84
2025 Q2	$133M	Buy	4,977,547 +1,314,330	+36%	+$34.9M	0.1%	100
2025 Q1	$98.2M	Buy	3,663,217 +1,053,284	+40%	+$28.5M	0.08%	115
2024 Q4	$70.3M	Buy	2,609,933 +1,053,948	+68%	+$28.7M	0.06%	157
2024 Q3	$42.7M	Buy	1,555,985 +567,972	+57%	+$15.5M	0.04%	230
2024 Q2	$26.5M	Buy	988,013 +294,477	+42%	+$7.9M	0.03%	278
2024 Q1	$18.7M	Buy	693,536 +123,260	+22%	+$3.33M	0.02%	309
2023 Q4	$15.4M	Buy	+570,276	New	+$14.9M	0.02%	316

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management's CGMU Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 13% in Q2 2026, buying an estimated $30.9M and bringing the position to 9,893,297 shares worth $272M. The position accounts for 0.15% of the portfolio, ranked #87.

Northwestern Mutual Wealth Management 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.

Northwestern Mutual Wealth Management held 9,893,297 shares of Capital Group Municipal Income ETF worth $272M as of Q2 2026.
Northwestern Mutual Wealth Management bought 1,129,790 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $30.9M.
Capital Group Municipal Income ETF made up 0.15% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #87 holding.
Northwestern Mutual Wealth Management 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 Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.