Northwestern Mutual Wealth Management
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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
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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's CGMU Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 15% in Q1 2026, buying an estimated $32.2M and bringing the position to 8,763,507 shares worth $238M. The position accounts for 0.15% of the portfolio, ranked #78.

Northwestern Mutual Wealth Management first reported a position in CGMU in Q4 2023 and has held it in 10 quarters since. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Northwestern Mutual Wealth Management held 8,763,507 shares of Capital Group Municipal Income ETF worth $238M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 1,167,135 Capital Group Municipal Income ETF shares in Q1 2026, an estimated $32.2M.
  • Capital Group Municipal Income ETF made up 0.15% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Northwestern Mutual Wealth Management first reported a position in Capital Group Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.