NWAM LLC’s Capital Group Municipal Income ETF CGMU Stock Holding History

NWAM LLC’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	$476K	Buy	17,328 +869	+5%	+$23.8K	0.02%	460
2026 Q1	$447K	Hold	16,459	–	–	0.03%	425
2025 Q4	$454K	Sell	16,459 -1,688	-9%	-$46.2K	0.03%	413
2025 Q3	$498K	Hold	18,147	–	–	0.03%	417
2025 Q2	$483K	Buy	18,147 +439	+2%	+$11.7K	0.03%	404
2025 Q1	$475K	Buy	17,708 +3,796	+27%	+$103K	0.04%	324
2024 Q4	$375K	Buy	+13,912	New	+$378K	0.02%	436

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

NWAM LLC's CGMU Position: Q2 2026 in Review

NWAM LLC increased its Capital Group Municipal Income ETF (CGMU) stake by 5.3% in Q2 2026, buying an estimated $23.8K and bringing the position to 17,328 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #460.

NWAM LLC first reported a position in CGMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $498K in Q3 2025. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

NWAM LLC held 17,328 shares of Capital Group Municipal Income ETF worth $476K as of Q2 2026.
NWAM LLC bought 869 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $23.8K.
Capital Group Municipal Income ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #460 holding.
NWAM LLC first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
NWAM LLC's Capital Group Municipal Income ETF position peaked at $498K in Q3 2025.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.