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Nvest Wealth Strategies’s Capital Group Municipal Income ETF CGMU Stock Holding History

Nvest Wealth Strategies’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 		$31.8K Buy
1,159
+180
+18% +$4.93K 0.02% 68
2026
Q1 		$26.6K Buy
979
+115
+13% +$3.17K 0.02% 74
2025
Q4 		$23.7K Buy
+864
New +$23.7K 0.02% 76

Other funds holding CGMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Nvest Wealth Strategies's CGMU Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Capital Group Municipal Income ETF (CGMU) stake by 18% in Q2 2026, buying an estimated $4.93K and bringing the position to 1,159 shares worth $31.8K. The position accounts for 0.02% of the portfolio, ranked #68.

Nvest Wealth Strategies first reported a position in CGMU in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • Nvest Wealth Strategies held 1,159 shares of Capital Group Municipal Income ETF worth $31.8K as of Q2 2026.
  • Nvest Wealth Strategies bought 180 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $4.93K.
  • Capital Group Municipal Income ETF made up 0.02% of Nvest Wealth Strategies's portfolio in Q2 2026, its #68 holding.
  • Nvest Wealth Strategies first reported a position in Capital Group Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.