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Oakworth Capital’s Capital Group Municipal Income ETF CGMU Stock Holding History

Oakworth Capital’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
Q2 		– Sell
-726
Closed -$19.5K – 655
2025
Q1 		$19.5K Hold
726
– – ﹤0.01% 459
2024
Q4 		$19.5K Buy
+726
New +$19.7K ﹤0.01% 463

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Oakworth Capital's CGMU Position: Q2 2025 in Review

Oakworth Capital sold out of Capital Group Municipal Income ETF (CGMU) in Q2 2025, closing a stake of 726 shares — an estimated $19.5K sold.

Oakworth Capital first reported a position in CGMU in Q4 2024 and held it in 2 quarters. The position peaked at $19.5K in Q4 2024. 225 funds tracked by Wall St. Rank hold CGMU as of Q2 2025.

  • Oakworth Capital reported no remaining Capital Group Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • Oakworth Capital sold 726 Capital Group Municipal Income ETF shares in Q2 2025, an estimated $19.5K.
  • Oakworth Capital first reported a position in Capital Group Municipal Income ETF in Q4 2024 and held it in 2 quarters.
  • Oakworth Capital's Capital Group Municipal Income ETF position peaked at $19.5K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2025.

Based on Oakworth Capital's 13F filing for Q2 2025, filed 17 Jul 2025.