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Orion Portfolio Solutions’s Capital Group Municipal Income ETF CGMU Stock Holding History

Orion Portfolio Solutions’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
Q1 		$14.1M Buy
525,933
+89,108
+20% +$2.41M 0.14% 133
2024
Q4 		$11.8M Buy
436,825
+23,054
+6% +$627K 0.12% 159
2024
Q3 		$11.4M Buy
+413,771
New +$11.3M 0.11% 177

Other funds holding CGMU

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Orion Portfolio Solutions's CGMU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Capital Group Municipal Income ETF (CGMU) stake by 20% in Q1 2025, buying an estimated $2.41M and bringing the position to 525,933 shares worth $14.1M. The position accounts for 0.14% of the portfolio, ranked #133.

Orion Portfolio Solutions first reported a position in CGMU in Q3 2024 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold CGMU as of Q1 2025.

  • Orion Portfolio Solutions held 525,933 shares of Capital Group Municipal Income ETF worth $14.1M as of Q1 2025.
  • Orion Portfolio Solutions bought 89,108 Capital Group Municipal Income ETF shares in Q1 2025, an estimated $2.41M.
  • Capital Group Municipal Income ETF made up 0.14% of Orion Portfolio Solutions's portfolio in Q1 2025, its #133 holding.
  • Orion Portfolio Solutions first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.