OCA
CGMU icon

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

Optimus Capital 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
Q2 		$3.78M Buy
137,509
+13,628
+11% +$373K 2.03% 16
2026
Q1 		$3.36M Buy
123,881
+20,538
+20% +$566K 1.99% 17
2025
Q4 		$2.83M Buy
+103,343
New +$2.83M 1.66% 17

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

Optimus Capital Advisors's CGMU Position: Q2 2026 in Review

Optimus Capital Advisors increased its Capital Group Municipal Income ETF (CGMU) stake by 11% in Q2 2026, buying an estimated $373K and bringing the position to 137,509 shares worth $3.78M. The position accounts for 2.03% of the portfolio, ranked #16.

Optimus Capital Advisors 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.

  • Optimus Capital Advisors held 137,509 shares of Capital Group Municipal Income ETF worth $3.78M as of Q2 2026.
  • Optimus Capital Advisors bought 13,628 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $373K.
  • Capital Group Municipal Income ETF made up 2.03% of Optimus Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Optimus Capital Advisors 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 Optimus Capital Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.