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Oak Hill Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$2.58M Buy
94,489
+23,705
+33% +$637K 0.48% 36
2025
Q2 		$1.89M Sell
70,784
-10,880
-13% -$289K 0.39% 40
2025
Q1 		$2.19M Buy
81,664
+43,025
+111% +$1.16M 0.51% 34
2024
Q4 		$1.04M Buy
+38,639
New +$1.05M 0.25% 47

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oak Hill Wealth Advisors's CGMU Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 33% in Q3 2025, buying an estimated $637K and bringing the position to 94,489 shares worth $2.58M. The position accounts for 0.48% of the portfolio, ranked #36.

Oak Hill Wealth Advisors first reported a position in CGMU in Q4 2024 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold CGMU as of Q3 2025.

  • Oak Hill Wealth Advisors held 94,489 shares of Capital Group Municipal Income ETF worth $2.58M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 23,705 Capital Group Municipal Income ETF shares in Q3 2025, an estimated $637K.
  • Capital Group Municipal Income ETF made up 0.48% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #36 holding.
  • Oak Hill Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.