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P.J. Schmidt Investment Management (PJS)’s Capital Group Municipal Income ETF CGMU Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$743K Buy
27,031
+12,036
+80% +$329K 0.12% 95
2026
Q1 		$407K Buy
+14,995
New +$414K 0.07% 145

Other funds holding CGMU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM

P.J. Schmidt Investment Management (PJS)'s CGMU Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Capital Group Municipal Income ETF (CGMU) stake by 80% in Q2 2026, buying an estimated $329K and bringing the position to 27,031 shares worth $743K. The position accounts for 0.12% of the portfolio, ranked #95.

P.J. Schmidt Investment Management (PJS) first reported a position in CGMU in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 27,031 shares of Capital Group Municipal Income ETF worth $743K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 12,036 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $329K.
  • Capital Group Municipal Income ETF made up 0.12% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #95 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.