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&Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History

&Partners’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 		$11.2M Buy
408,202
+53,666
+15% +$1.47M 0.05% 350
2026
Q1 		$9.63M Buy
354,536
+7,507
+2% +$207K 0.05% 339
2025
Q4 		$9.51M Buy
347,029
+77,631
+29% +$2.13M 0.05% 325
2025
Q3 		$7.35M Buy
269,398
+21,546
+9% +$579K 0.05% 331
2025
Q2 		$6.59M Buy
247,852
+195,335
+372% +$5.19M 0.05% 311
2025
Q1 		$1.36M Buy
52,517
+15,662
+42% +$423K 0.01% 700
2024
Q4 		$994K Buy
36,855
+6,644
+22% +$181K 0.01% 769
2024
Q3 		$830K Buy
30,211
+2,107
+7% +$57.4K 0.02% 644
2024
Q2 		$755K Buy
28,104
+19,867
+241% +$533K 0.03% 413
2024
Q1 		$222K Buy
+8,237
New +$223K 0.03% 435

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

&Partners's CGMU Position: Q2 2026 in Review

&Partners increased its Capital Group Municipal Income ETF (CGMU) stake by 15% in Q2 2026, buying an estimated $1.47M and bringing the position to 408,202 shares worth $11.2M. The position accounts for 0.05% of the portfolio, ranked #350.

&Partners first reported a position in CGMU in Q1 2024 and has held it in 10 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

  • &Partners held 408,202 shares of Capital Group Municipal Income ETF worth $11.2M as of Q2 2026.
  • &Partners bought 53,666 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $1.47M.
  • Capital Group Municipal Income ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #350 holding.
  • &Partners first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.