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

Opal 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
2026
Q1 		$21.9K Buy
+805
New +$22.2K ﹤0.01% 582
2025
Q3 		– Sell
-805
Closed -$21.5K – 259
2025
Q2 		$21.5K Sell
805
-910
-53% -$24.2K 0.01% 554
2025
Q1 		$46K Buy
+1,715
New +$46.4K 0.01% 364

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Opal Wealth Advisors's CGMU Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Capital Group Municipal Income ETF (CGMU) in Q1 2026: 805 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in CGMU as recently as Q2 2025.

Opal Wealth Advisors first reported a position in CGMU in Q1 2025 and has held it in 3 quarters since. The position peaked at $46K in Q1 2025. 330 funds tracked by Wall St. Rank hold CGMU as of Q1 2026.

  • Opal Wealth Advisors held 805 shares of Capital Group Municipal Income ETF worth $21.9K as of Q1 2026.
  • Capital Group Municipal Income ETF was a new Opal Wealth Advisors position in Q1 2026.
  • Capital Group Municipal Income ETF made up ﹤0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #582 holding.
  • Opal Wealth Advisors first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 3 quarters since.
  • Opal Wealth Advisors's Capital Group Municipal Income ETF position peaked at $46K in Q1 2025.
  • 330 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.